Cloud Onboarding: Create New Cloud Users
This guide shows you how to add a staff record, complete key staff details, and link the staff member to the correct user account. You’ll also learn how to assign roles and use site mapping to ensure staff access is set up correctly.
Interactive guide
Text based guide
Enter the Staff Records area
Click Add Staff Member
Select a title
Enter the staff member’s name details
Enter the forename
Enter the surname
Select a manager (leave blank if not applicable)
Complete personal and employment details
Enter the National Insurance number
Enter the address
Enter the postcode
Enter the email address
Enable email notifications for messages (optional)
Enter the primary telephone number
Enter the date of birth
Enter the start date
Select the role category
Select the role
Choose contract settings
Choose how holiday hours are calculated
Create a PIN (sent to the staff member by email)
Set staff access permissions
Save the staff member
Confirm to continue
Add additional, custom, or holiday details if needed
Open the app panel
Go to Org Management
Open Users
Show inactive users
Select the user to attach the staff member to
Open Role Assignment
Edit user roles
Assign the required role (including site-specific Super User roles)
Add additional roles if needed
Add the role
Save changes
Open Site Mapping
Assign the staff record to the user
Edit the user mapping if needed
Open the dropdown
Select the staff member
Save changes to finish
