The User Management module allows you to add new users and edit existing ones. You can add users to two levels of administration, managers or additional users. You can then set up departments to manage these users more easily and delegate to managers.
Adding a User:
1. Go to Main Navigation > User Management > User Setup
2. Click the New User tab
3. Fill in the user's details such as name, job title, date of birth and start date. You can also add a national insurance number and driver's licence number if applicable.
4. Enter the user's address details
5. Enter the user's contact details, a phone number and valid email address. This must be valid and accessible as this is where the user's activation email will be sent.
6. Click Next to proceed to the second section of the user setup process
7. Enter the working days and times for the user - your default company rates will be automatically applied if you do not change these.
8. Enter the charge-in and charge-out rates for the user - your default company rates will be automatically applied if you do not change these.
9. Enter mileage rates for this user - your default company rates will be automatically applied if you do not change these.
10. Enter absence details for the user - your default company rates will be automatically applied if you do not change these.
11. Click Save to submit this user to Clarity365
12. You will receive a pop-up informing you have successfully added a new user, click Continue to remove the pop-up
Please note that your user will then have to verify their account via their email address, which they must do within 7 days otherwise their account will be deleted from the system.
Promoting a User to a Manager:
1. Go to Main Navigation > User Management > User Setup
2. Find the user you want to promote and click the Edit icon
3. Click the User Details tab
4. Scroll down to Manage Role
5. Choose the role you wish to promote/demote the user to - for example Manager
6. Click Save to submit this change to Clarity365
Please note, Managers will have more privileges in Clarity365 compared with Extra Users. Ensure that you only promote users that you wish to be able to approve expenses and timesheets for a department.
Adding a Department:
Please note: You must have first added a user and promoted them to manager status in order to add a department.
1. Go to Main Navigation > Administration
2. Click the Departments tab
3. Click the New Department sub tab
4. Enter a name of your new department and choose a department manager
5. Click Save to submit the department - you will be directed to a second page that will allow you to assign your Extra Users to the new department
6. Assign any unassigned users to the department by ticking the box next to the relevant username
7. Click Save to confirm the Users you wish to assign to the new department
Please note you are able to edit users and assign them to any created department in Clarity365. For more information on editing users, please click here.