How to Create a New User?
For best practice, it is highly recommended that each user has their own login credentials to access Entire OnHire. The main benefit of creating user credentials for each internal user is that this allows you to control what authority level and access they have within the system. Another benefit is that it also provides the history of each user's actions for compliance and reporting purposes.
Note: If a Staff no longer works for your company, you can instantly restrict their access within the system by making their profile inactive.
Please follow the below steps to learn how to create user login credentials within the Master Settings:
- Select Masters found in the drop-down menu. This will take you to the Main Masters menu.
- Select EntireHR Users in the Main Masters. This will take you to the Users Page.
- Select Add New User at the top left corner of the page. This will prompt you to enter the new user details.
Important Notes:
- The Role Type and Level selected will determine the User access within the system.
- Role Type - Based on the user's role in the system, select the role type as Allocations, Applicants, Candidates, Finance, Management, Operations, Professionals, Public, Recruiter, or System.
- Level - defines the access level and edit permission based on the Role Type to the different users for various functionalities.
- ADMIN - Admin or Administrator is the highest level of permission given to a user. A user with admin rights (privileges) is allowed to access all the information available within the system.
- 1, 2, 3 - Levels 1, 2, or 3 are used to provide restricted access to the user that facilitates protecting sensitive information from sharing. The users will have encrypted/protected access to different pages such as Applicant Login, Member Login, Client Login, and Professional Login as well as application data such as Password, DOB, Mobile No.
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You do have to create and enter a Password at this stage for your Users as this is not auto-populated like all of the other profiles created in the system - Applicants, Members, Clients, and Professionals.
- Once all details have been entered select the green tick to save the data.
Please note when making a new user the user permissions per role and level. To find out this information please see Default User Access Permissions in the System.