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Non-employee access to Definitiv

Add a user but not an employee profile.

Updated over 3 months ago

You can add a user without creating an employee profile by following these steps:

  1. Navigate to the User Listing page.

  2. Select Add User.

  3. Enter the required user details.

This will create a user account. Once the account is created:

  1. Click Edit User Roles.

  2. Assign the appropriate role (e.g., Payroll, Admin, Employee) and save.

  3. From the User Listing page, send a New User Invite.

After the user sets up their password and two-factor authentication (2FA), they will have access based on the assigned permission group.

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