You can add a User to give them access to employee scheduling within Schedule Xpress.

In this article, we'll explore the following on adding a User account in Schedule Xpress:

User accounts in Schedule Xpress

Adding 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.

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.

You have the option to link an employee and User account. This allows the user/employee to log in under one set of credentials for access to Schedule Xpress, Time Xpress and Team Xpress.

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.

When a profile is linked, the new User will see options for Schedule Xpress, Time Xpress and Team Xpress when logging in.

If the Link profiles option isn't loading, it's likely to do with one of the following reasons.

The example below is a username longer than 8 characters, and therefore will not populate the Link profiles option.

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.

You need to choose an Access role for every User account you create. Here's the two options and what they mean.

Once you choose Manager, both the Record access group(s) and Feature access group will need to be defined.

Then press Save to complete. This will either generate a new invitation, or link the account.

If you need any help with creating or managing a User account, please Contact Support now!