Adding a User

To start using Clarity365 you will need to add your users to the system. Once you have done this your users can start adding their expenses, timesheets and absences. You can also assign your users to customers, contracts and projects. You can find out how to add users here.

Adding a user:

1. Go to Main Navigation > User Management > User Setup

2. Click the New User tab

3. Fill in the users details such as their name, job title, date of birth and start date. You can also add a national insurance number and driving licence number if applicable.

4. Enter the users address details

5. Enter the users contact details, a phone number and valid email address (This must be valid and accessible as this is where the users activation email will be sent).

6. Click Next to continue to the next part of adding your users - adding financial information and absence parameters.

7. Enter the working days and times for the user. Please note 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. Please note your default company rates will be automatically applied if you do not change these.

9. Enter mileage rates for this user. Please note your default company rates will be automatically applied if you do not change these.

10. Enter absence details for the user. Please note your default company rates will be automatically applied if you do not change these.

11. Click Save to submit the user to Clarity365 so that they can begin using the system.

12. You will receive a pop up informing you 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 they will be removed from the system.

 

 

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