Create a new user in the masterlist

Modified on Thu, 09 Nov 2023 at 12:45 PM

Important note: Only enterprise admins are allowed to access the masterlist and create new users in the company. 


The platform allows you to create new users in two different ways: through a massive upload (using an Excel spreadsheet) or through the platform. In this article, we will see how to create a user manually using the platform.


To do so, follow these steps: 


1. From Home, go to Configuration (screw icon) located at the upper right side.

2. In Masterlist, click Add user.

3. Fill in the information of your new user.

  • You must complete every field marked with the symbol.
  • If you leave the Area or Position fields blank, the new user won't be associated to a department or position by default.
  • If you don't select any subdomain for the user, the platform will choose the main one as the default one.

4. Once you are done, click Add.


Fields

  • First name*
  • Second name (if it applies)
  • First surname*
  • Second surname (if it applies)
  • E-mail address: Corporate e-mail address of the user.
  • Personal e-mail address.
  • Gender.
  • Language: If you don't select one, the default language of the user will be Spanish.
  • ID number*: DNI, RUT, passport number or other.
  • Identifier*: Unique code of the user for the enterprise. It can be the same used for the ID number.
  • Username*
  • Area: Department of the organizational chart to which the user belongs.
  • Position: Position of the organizational chart to which the user belongs.
  • Subdomain: Domain or organization to which the user belongs.
  • Date of birth: It will be used to celebrate birthdays in the platform.
  • Date of joining: It will be used to celebrate work anniversaries in the platform. 
  • Phone number.
  • Hiring country.

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