Users and data access

Employees get a user account automatically when their official information is saved. Use User role mapping to manage accounts, or to add accounts for people who aren't employees.

Add a user

1. Go to User role mapping and select Add User.
2. Fill in the fields and save.

Field	Rules
Email	A valid email address.
Phone number	10 digits.
User name	Unique. No spaces; letters, numbers and - _ . / only.
Password	At least 8 characters with an uppercase letter, a lowercase letter, a number and a special character.
Employee	The employee this account belongs to, if any.
App role	What the user can do. See App roles and permissions.
Active	Whether the user can sign in.

Limit data access

Data access limits which employees the user can see and manage on admin screens.

• Choose Locations, Divisions and/or Departments. The user sees employees that match.
• Leave all three empty for the whole company.
• The user always sees their own record and their direct reports.

Example: an HR admin for the Pune plant gets Location = Pune, so employee lists, attendance and leave screens show only Pune employees.

Manage an account

From a user's row:

Action	Use it to
Lock User / Unlock User	Stop or allow sign-in. Accounts are also locked automatically after too many failed sign-ins when Lockout Enabled is on.
Reset Password	Set a new password for the user.
Reset two-step verification	Remove the user's authenticator app, recovery codes and remembered devices. They're emailed and must set it up again if it's required.