Define the User's Role
(This step is optional if a suitable role already exists.)
Go to My Info → Roles → New Role
Select the appropriate permissions for the role
Add a New User
Go to My Info → Users
If payroll is not enabled, enter the user’s details directly into the row
If payroll is enabled, click the New User (+) button
Fill in the required information and select the appropriate role
Final Step: Verify Access
Log in using the new user’s credentials to verify that their permissions and interface match the assigned role