Adding users

To add new users to your ShiftNote account, you must have Company or Location Admin access. To learn more about Access Levels, click here.

Managing your users is just a few steps away.

users

  1. Click Admin icon in top menu
  2. Go to the Users section
  3. Click the Edit link next to the user you would like to update
  4. Edit the information for the user

 


To Add a new user

add-new-user

  1. Follow steps 1 and 2 above
  2. Click on the green Add New User button
  3. Add the first and last name, and email address for the new user, then choose the location and access level for the new user
  4. Click Save
  5. A username and temporary password will be generated and sent to the new user via email with log in instructions.

Changing Users Access Permissions

access-permissions

  1. Click Admin icon in top menu
  2. Go to the Users section
  3. Choose Company-wide Access or  Individual Location Access
  4. If you choose Individual Location Access, you will also need to select a location(s) and Location Admin or Manager access for each location.
  5. Click Save Changes