{"id":9593,"date":"2019-03-20T13:03:56","date_gmt":"2019-03-20T13:03:56","guid":{"rendered":"http:\/\/www.teamogy.com\/?p=9593"},"modified":"2025-09-10T17:17:49","modified_gmt":"2025-09-10T17:17:49","slug":"add-new-user","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/manual\/add-new-user\/","title":{"rendered":"Add New User"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3>Add new User<\/h3>\n<p><em><\/em><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\"><span>1. In the left navigation menu, select unroll <strong>Configuration<\/strong><\/span><span>.<\/span><\/p>\n<p>2. Click on <strong>Users<\/strong>.<span><\/span><\/p>\n<p>3. Click on <strong>New User<\/strong>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/add-user.png&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; title_text=&#8221;add-user&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; custom_padding=&#8221;|39px||||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\"><span>4.\u00a0Complete all details.\u00a0<strong>Mandatory fields<\/strong><strong> are red underlined (can be different, depends on company\u2019s settings).<\/strong><\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Draft<\/strong><\/td>\n<td><span>Use in case you want to first add a user into groups, etc. You can prepare the user for daily use. Then cancel the draft of the user. After the action, the new user will receive an e-mail with initial details.<\/span><\/td>\n<\/tr>\n<tr>\n<td><strong>Disabled<\/strong><\/td>\n<td>You stopped an already existing user. In case you terminate someone and you would like to ensure the security of all transactions of this user.<\/td>\n<\/tr>\n<tr>\n<td><strong>Username<\/strong><\/td>\n<td>Enter the username for logging in. The recommended form is firstname.lastname.<\/td>\n<\/tr>\n<tr>\n<td><strong>Cell phone number<\/strong><\/td>\n<td>Enter the Cell Phone number with country preselection. To this will be sent the activation code to first login.<\/td>\n<\/tr>\n<tr>\n<td><strong>Work rate<\/strong><\/td>\n<td>Enter here hourly rate in your default currency (Accounting currency)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-08-30-v-11.46.44-1.png&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221; box_shadow_style=&#8221;preset2&#8243; title_text=&#8221;add-user&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;||40px|||&#8221;]<\/p>\n<p>5. Press <strong>SAVE<\/strong> button.\u00a0<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/add-user-1.png&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221; box_shadow_style=&#8221;preset2&#8243; title_text=&#8221;add-user (1)&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px||||&#8221; custom_padding=&#8221;|0px||||&#8221;]<\/p>\n<p style=\"text-align: justify;\">6. <em>\u00a0<\/em>Perfect! A new user has been added. After you cancel the status \u201cdraft,\u201d the user will receive an initial email with login details: username, temporary password, and link to the system<span>. The temporary password needs to be changed &#8211; for more detailed guide click <span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\/en\/manual\/first-login\/\" style=\"color: #0c71c3;\">here<\/a>.<\/span><\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Add new User 1. In the left navigation menu, select unroll Configuration. 2. Click on Users. 3. 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