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Inviting payroll users
Emma avatar
Written by Emma
Updated over a week ago

Hello everyone and welcome to another tutorial session. For today's lesson, we'll be learning on how to invite a user and then grant them access to payroll.

And so we start by selecting settings from the dashboard menu and then we select users. Kindly click on invite user and then enter the email address of this user in the box provided. Also, indicate or assign roles to this user selecting the particular roles that you want this user to have.

You could also select the drop down button, which helps you to prevent the user from having access to specific roles under a particular role. So for instance, if you want the user to have access to creating customers, but you just want them to view, create, and then edit, but not delete, you can just untick the delete box and they wouldn't have access to delete.

You can choose or assign any other role and then you select send Invite, and an invite link will be sent to this user. When you are done with this, search for the email address that you sent the invite link to and kindly select other permissions and it gives you two options. Which is to either see the dashboard or you use the payroll. And so you toggle on the use payroll button and then you click close.

And so, this user now has access to use the payroll and when they accept their invites, create an account of their own and log into the built application, they would have access to payroll.

This brings us to the end of today's lesson. Thank you once again for joining me and enjoy your day. Thank you.

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