Adding a New User

Watch this video to learn how to add new users and set them up to get started with Fergus.

Transcript

Hi everyone. Dylan here from the Fergus team In this video, I'm gonna show you how to add a new user in Fergus.

You'll need to be an admin of your Fergus account. To do this to get started, you'll need to be in the settings of your Fergus account on the left hand side menu select users.

Here we can see existing users in Fergus and what type of user they are. You can also search for a user if needed on the top right click, the add new user button and a new screen will open. First thing to do is to specify what type of user they will be.

Timesheet or full user time sheet is generally for apprentices or hammer hands that only need to record their time. Full users are for everyone else, and you can customise the permissions. They have to give them the access to sections they need. You can also copy permissions if multiple users have the same level of access. Then you need to enter a first and last name of the user and an email address or user name.

The email is required in case the user forgets their password, but you can always have a username instead. then you'll need to create a password for the user. This can be changed later if you need. The last step is the pay rate and charge out rate for the user, so the right information is pulled through for your invoices and reports. Once you hit, save the user will be created and they can start using Fergus. It's best to set permissions up before you give them the login details.

Adding users in Fergus is an easy, simple way to get your team on board.

Thanks for taking the time to watch our video. If you have any questions, please get in touch via support@fergus.com.