Adding the User
Before setting up their account we will need to add on to your subscription a new user. via the Billing/User Management tab.
Locating Billing/User Management
You can locate the tab under your name in the top right and then clicking Billing/User Management.
Accessing your subscription
You should now see a 'Manage Subscriptions' window. You can then click on the subscription where it mentions your users
Edit Subscription
Then it will show you all of your details for that subscription and we can click Edit Subscription
Adding a user
Use the plus or minus symbols to either add or remove users. Once the number of users has been adjusted, click 'Update Subscription' to save your changes.
Your subscription will then update immediately and your card on file will be charged a pro-rated amount depending on how many days are left in your billing cycle.
It is important to keep the following in mind when updating your users:
When adding a new user, you must first adjust your billing BEFORE the system will allow you to adjust permissions for the new user (if all of your seats are being used)
If you are removing a user, you must first remove the permissions from that user before you are able to remove the user from your billing.
You will not be able to adjust your billing to go below your minimum number of users.
Editing their Permissions
Adding their account
If their account has not been created yet you can do so via the HR tab this article here will show you how.
Adding their Permissions
Next we will need to set up their permissions which you can do in their account found in the HR Tab then go to the login and permissions tab in their account and you can select the permissions needed.
What does each permission do
You can check out what permissions we offer via the article linked below