Adding a user - Summary Steps

Prerequisite

A practice admin user has been set up with permission to onboard other practice users. The practice admin user will first need to complete registration.

The steps to add additional users are as follows:

1. Add users to the Insol 6 desktop software
   
   The user must exist in the Insolvency database.
   
   
   1. Users must have an email address
      
      
   2. Users may be Inactive (in the desktop software)
      
      You may have extra inactive users added to the desktop software and these can be registered for Timekeeping. You will need to make sure you have separate Timekeeping users registered.
      
      
   3. The "Position Title" will determine the default rates used when entering time entries
      
      
      
      
2. To onboard a User onto the Timekeeping SaaS web platform
   
   The detailed steps are here:
   
   https://exalt.zendesk.com/hc/en-us/articles/5091231751183-Onboard-a-user-to-user-Timekeeping
   
   
   1. A user will appear in the SaaS application as "Available users" in the LHS "User" menu
   2. Click the "Add to practice" button
   3. The user will receive an email to register and set their password
   4. Update the user's roles, giving them access to products
      (add the role "Timekeeping User" and "SaaS User")
      
      
3. Add the user to positions
   
   The detailed steps are here:
   https://exalt.zendesk.com/hc/en-us/articles/5091123305103-Add-a-position-to-an-Employee-User-
   
   
4. Make sure employee positions have assigned rates
   
   The detailed steps are here:
   https://exalt.zendesk.com/hc/en-us/articles/5091122112911-Add-rates-to-a-position
5. Ensure jobs have time categories assigned
   
   The detailed steps are here:
   https://exalt.zendesk.com/hc/en-us/articles/5091109566991-Assigning-Time-Categories-to-a-Job
   
   On-boarded users may now enter time.