Add standard or time and expense users

1. Log in to Sage Construction Management as an Admin.
2. Go to Settings () > Company Settings > Users.

   Employees with either a Standard or Time/Expense user role will appear in the relevant section.

3. Select Add either in the Standard Users or in the Time & Expense Users section, depending on the type of user that you want to add.
4. Do one of the following:
   1. If the employee exists in Sage Construction Management, select Add new user from existing employee and specify the following information:
      1. Select the Employee.
      2. Enter or update the Business Email address.
      3. Enter the username in the User Login field.
      4. For standard users, select the Security Role.
   2. If the employee does not yet exist in Sage Construction Management, select Add new user and new employee and specify the following information:
      1. Enter the First and Last Name.
      2. Update the Display Name if needed.

         By default, this field displays the employee’s first name followed by their last name.

      3. Enter the Business Email address.
      4. Enter the username in the User Login field.
      5. For standard users, select the Security Role.
5. Select Send Email.
   If you try to register a new user with an email address or login that already exists, an error message will prompt you to enter different values.

Next step: If a user does not receive their login information, ask them to check their junk or spam folder.