Add New Users
Follow the order and instructions below to add new users to 1Stop.
Mike - In the future, we'll have our clients create the employee record first (and this will be a public article) but we still have some work to do before we can launch it.
1. Invite New Users to 1Stop
Add New Users to 1Stop
1. Login to 1Stop. Go to Setup>General>Users, Click New User button. A pop-up box will open.
2. Add the User Details, then click Save. An email invitation will be sent to the new user.
If a user did not receive the invite, you can Reinvite them by clicking on their name, then clicking the Reinvite button. When they join, the info icon next to their name will also be removed to confirm they've joined.
2. Create Employee Records for New Users
Create Employee Records for New Users
Our long-term plan is for clients to add this record themselves first, then 1Stop will receive a Task to complete invite the user. This is why some of the fields are redundant for now.
1. Add the new employee record by navigating to the Employees Module and clicking the Create Employee button.
2. Complete the fields in About Employee Information section, then select their name from the 1Stop user field in the Additional Work fields section. Once complete, then click Save in the top right. Note: for Pay Rate, enter "0" if unknown.
3. Click the Process New Hire Transition button. After you click this button, a directory record for the new user will be automatically created.
4. Navigate to the directory record by clicking to it from the Related List.
5. Complete the 1Stop user field on the directory record. If user is a Sales Rep:
- Click the "Include - Sales Schedule" field.
- Click the Spanish speaker option if applicable.
- Add the Product they are selling to the Subform in the Sales Schedule products section.
You must complete the "Include - Sales Schedule" field and add the Product to the subform for them to appear in the Sales Schedule.
Click the Text Group field to add them to the appropriate Text Group, if applicable. Options are:
- Schedulers
- Customer Service
- Operations
- Finance
3. Add New Users to Zoho Sign (if applicable)
Add Users to Zoho Sign
1. Login as super admin to sign.zoho.com. Navigate to Settings>Users and Controls. Click the Invite user button. A new window will open.
2. Add the email address of the new user, the click Save. An email invitation will be sent.
Add More Licenses
1. Click the profile name in the upper right of the page, then click "upgrade."
2, Add the number of added licenses you need, then follow the instructions and click to "make payment" on the next page.
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