Who is this article for?

Client Administrators who can create and edit all users on the system.

Client Managerswho can create and edit users in groups they are responsible for.

Note: that the Ideagen Support team cannot create new users on your system. Only Client Administrators can do this.

This article will guide you through how to create and edit a user's details on Ideagen Workplace Training.

1. Creating a User

1. Creating a User

1. From the home screen select Management System, which will take you to the Dashboard. 
2. From the left-hand side select User.

3. From the top of the User screen select Create User.

4. The Create new User box will appear.  Enter the mandatory details of the new user (email address, first and last name and Role type), then select Create User.

Example: A user’s profile can contain various types of additional information, for example:

• Job Title
• Phone Number
• Employee ID
• Payroll No

You can update any if this information from the user's profile once it has been created.