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How HR Admin creates a user account¶

To create user accounts successfully, HR Admins should ensure that each staff member has a valid and unique email address added into their CiviHR record. This email will be used to send them their welcome and password reset emails.

As the HR administrator, you will receive an email notification to create an account for a staff. Login and go to the contact record requesting the login account.Click on ACTIONS  button.

Click Create User Account

On the Create User Account Page, the name and email address of the staff is displayed. Select the User Roles to add to the user account. For this tutorial, the role is civihr_staff

You have the option to select Send welcome email?  For this tutorial, the option is selected, and a welcome email with a link to the staff onboarding wizard will be sent.

The Onboarding wizard is meant to help you collect / update staff data without additional data entry. It is a one-time process. All staff will see it when they log in, but will not see it again after they submit it once

Click CREATE

The message Updates Saved with the corresponding detail information is displayed.

Now go to the Self Service Portal to see the created user account. Click Self Service Portal

Go to the Cog icon and click on Manage Users to see the created user account. Click Manage Users

The user account has been created on the People's Page.

You can also set up a new self service login by clicking the Add User button and filling in the form that opens up.

Fill in the form.

All required fields are filled.

Click Create new account

To manage user login from the People's Page, click Edit against this account.

Here, you can change the Roles (permission level) assigned to a user.

After you finished editing, click Save

The message The changes have been saved is displayed.

You can also view the contact record from the edit page by clicking on View

Click on View contact record displayed in blue.

The Contact Summary page is displayed.