Make an employee a user

Employees and users have different access to areas within your company. They can exist independently of each other, and they can also be linked. Linking an employee to a user is necessary to give the employee access to areas such as timesheets and expense entry functions.

To link an employee to a user, enter the same contact name for each, in the following places:

  • Contact name field on the User Information page (Company > Admin and select Add (circle) next to Users).

    Learn how to add a user or edit user information.

  • Primary contact name field on the Employee Information page (Company > Setup > Dimensions and select Add (circle) next to Employees).

    Learn how to add or edit employees.

Subscription

General Ledger

Regional availability

All regions

User type

Business user with admin privileges
Permissions

List, View, Add, Edit
Prerequisites
  • To add an employee as a user, you need:
    • Full or limited admin privileges.
    • Access within the Company application to list, view, add, and edit users.
  • To add another user with admin privileges, you need full admin privileges.
  • Any time you add or edit a user (including resetting a user's password), be prepared to enter your administrator password. This verification protects a user's information from unsanctioned or unlawful access.
Be sure to add the employee to the Employees list first, before adding them as a user. This enables you to select their existing contact record on the User Information page, and also ensures that their user record is linked to their function as an employee.