To create and manage users and licenses, you need the System Admin permission. Read more about this permission and what to do if you do not have it here.
Go to user management
Click the gear icon in the top-right corner
Select System Admin
Click Users licenses
In this view, you can see all active users and their licenses. You can choose to create one or more users by entering the information directly in the view. If you need to create many new users, you can also import information from an Excel file.
Create a new user
Click Option.
Select Add new users and then continue by creating users manually or using an Excel file.
Create a new user manually
Add one or more people to the list by entering information such as Name, Email, Group, and License type. If you have an integration with a payroll system, EmployeeID is usually also required.
Click Next and confirm your selections.
Click Finish to complete the process.
If there is no available license of the selected type (Plus, Base or Time), you will receive a notification. If you continue at this step, you will also order a new license according to your agreement.
Import from an Excel File
When importing information from an Excel file, it is important that the file contains the correct columns and information. The easiest way is to download the template from Workorder.
Click Import from Excel file.
Click Download template if you do not already have a template.
Enter the information in the Excel file and save it.
Click the ...-button and select the Excel file you want to import.
Click Add.
You can now see the users that will be created and make corrections if needed.
Click Next and confirm your selections.
Click Finish to complete the process.