In this article, you will learn to create users in Workfacta.
Watch this quick video to set up users in Workfacta or follow the steps below.
To create your users,
Click on “Setup” located near the bottom of the main menu.
Next, you want to select the “Users” tab at the top of the page and then click on the "Add User" button.
Now, you'll be asked to provide a position description, first name, last name, an email address, and a password for your new user. The user will be asked to create their own password at their first login, once they receive the invitation.
You must select which teams they belong to, and which one is the primary team. By default, there is a Management Team, and you can edit the team name or create new teams.
After you have filled in all these details, save and the team member will receive an invitation to log in. Once they have accepted the invitation, you will have successfully created your new user!
What's next -