How to Create a New User + Edit User Permissions

The following is the recorded version of the help article outlined below. 

To create and manage your users (permission-dependent), click your profile dropdown at the top right of the screen, then expand Branch Settings and click Manager Users.

To create a new user, click New User. 

To edit an existing user, click on their User information under the heading User, then click Edit.  The help article explaining how to do this can be found here. 

Creating a New User

In the Personal section, enter the user’s first and last name in the dedicated text boxes.

Under Login & Branch, add the user’s email address. This is the email address they will receive notifications to and will also be their single sign-on profile. 

Add any additional contact information you wish to include. If you don’t use these features, you can skip this step.

Clients using the Timesheets Advanced feature will see additional fields for entering more detailed information:

• Payroll Employee Identifier: This is the unique code assigned by your payroll system to each employee for pay processing.

• Cost and Sell per Hour: These fields are used in the Timesheets Advanced feature to define the user’s pay rate and client charge-out rate.

• Expected Hours: This setting helps remind employees when they have not signed in or out on the days they are scheduled to work. It can be enabled or disabled as needed.

Groups & Permissions: By default, the user group will be set as a timesheet user. If you want to change the user group, just click on 'timesheet' at the bottom of the page or click on Groups & Permissions at the top.

From here, click in the dropdown box next to Groups and select the user group(s) required, or click the black X to the right of the selected group to remove.

When you assign a user group to a user, Rave automatically applies a set of default permissions that it believes the user will need to perform their role. 

You can adjust these permissions at any time by checking or unchecking the corresponding boxes.

To add a permission, tick the box next to the relevant permission name. You can then edit the permission level by clicking the dropdown arrow and selecting the desired access level.

The available levels include:

• View Only: Allows the user to see the subtab but prevents any changes.

• Add/Edit/Delete: Grants full access to create, modify, and remove content.

These granular permissions give branch owners greater control over what users can view and do within the system.

Note: Visible permissions will vary depending on the User Group selected.

If you are unsure what each permission means, we have a toggle, "Show Description", you can switch on and off to show the descriptions of each permission.

Once you have assigned your new user to a group and customised their permissions (if required), you can set up their Reporting Access. (If their group allows reporting access).

Start by selecting the Reporting Access sub-tab and then ticking the box to Enable View Branch Reports. This gives the user access to reporting features. From there, select the specific areas of reporting you want them to access — CRM - Project - Financial 

After enabling each reporting category, you can then choose which individual reports within those categories the user will have access to. This allows you to control exactly what reporting information each user can view.

Once you have finished setting up the new user — including their group, permissions, and reporting access — click Save at the bottom right of the screen to create the new user.

After you click Save, Rave will automatically send an email notification to let the user know they have been added as a new user in the system.

For more information on this, check out our Welcome Email when creating a user article.