You've got a new starter - great! Here is a guide on how to get them set-up on OneUp.
Option One: Your new user already exists on your CRM/VOIP System and you want to log data against them on OneUp
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If your user hasn't logged any data on your CRM or VOIP system, their account may not appear in the list of accounts to link up. In this case, follow the steps for option two and be sure to link their account later.
1. Click into Manage on the navigation bar of the platform, and select Users from the menu.
2. In the top right of the screen, click Create Users.
3. In the window that appears, enter the new user's email as it appears in your CRM. If we can, we'll auto-guess the forename and surname.
When you enter the email, the table under Step 2 will attempt to suggest relevant accounts for the user you're trying to create.
To connect an integration account, click select on the right side of the table.
4. At the bottom of the page we show you the accounts we would expect the user to be linked to. You do not have to link all integrations, however, we do advise it to avoid data-related issues in the future.
5. Finally, you can create the user! At the bottom of the page you will see the following options:
Make sure to toggle the option to Invite User on, otherwise your new user won't be invited to the platform.
You can then either select Create, which creates this user and closes the window, or Create and add another, which creates the user and keeps the window open if you need to add another.
Option Two: Your new user doesn't exist on your CRM/VOIP System, or you want to make an Observer user
Click into Manage on the top bar of the platform, and select Users from the menu.
2. In the top right of the screen, click Create Users and then select Manually.
3. In the window that appears, fill in the details of your user, including whether they are a Full User or an Observer
Remember, a full user can have data logged and viewed against them, take part in competitions, have targets set against them etc, whereas an observer user can view other users' performance data, but not have their own performance data logged or inspected.
4. Once you have entered the users details, you can either chose to add another new user by hitting the Add User button, or hit Create to close the window.
Make sure to toggle the option to Invite User on, otherwise your new user won't be invited to the platform.
If you want to link your new user to an integration account at a later time, you can do this by following the steps here.
Troubleshooting ✨
If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.