In this article, we'll explore the following on adding a User account in Schedule Xpress:
User accounts in Schedule Xpress
Adding a User
What is a User?
A User can be defined as an Administrator, Manager, Supervisor or any other name used for someone who has access to employee scheduling.
User accounts are managed inside of your Manage people.
Adding a User
To add a User account, head to Manage people > Administration.
Click Add user.
In the Add user form, you'll be able to fill out the details of the account just like you would an employee account.
Linking a User account to an employee account
Note: Any changes to data associated with either accounts will reflect in the other. For example, if you change the First name in the employee account, this will change in the User account.
To link an account, simply type or paste the exact email address that's associated with the employee account in the email address details of the new User account, and click into a space outside of the box.
If you're NOT linking an account, head to the Send new invite.
Once you press Link profiles, you'll see that all the employee/user information populates with a chain link, which symbolizes that the user account is linked to an employee account.
There is the option to view the linked User account through an employee profile by clicking the chain link option for View employee profile.
The Link profiles option isn't appearing?
If the Link profiles option isn't loading, it's likely to do with one of the following reasons.
The email address is already being used by another User account. You will be warned that the email address is already taken.
The username of the employee count exceeds 8 characters. The max characters for a User account username is 8 characters.
The example below is a username longer than 8 characters, and therefore will not populate the Link profiles option.
Send new invite
If the account isn't linked to an employee profile, you'll need to ensure you send a new invite via email or SMS so that the User can activate the account.
If you're linking an employee and User account, you won't need to send an invite as the credentials will remain the same as the existing employee account.
Access role - Full admin or Manager
You need to choose an Access role for every User account you create. Here's the two options and what they mean.
Full admin - A Full admin has the ability to see all Customers, Sites, Services and Employees, and can use all the features with Schedule Xpress.
Saving your User account
If you need any help with creating or managing a User account, please Contact Support now!