🔐 Login to Admin Account: Go to www.officegx.com and log in using your Administrator credentials.
📂 Navigate to User Management: On the left sidebar, go to Admin > Users. You’ll see a list of all users in the system.
👤 Select the User: Click on the Display Name of the user you want to configure. This opens their profile and settings.
📝 Fill in the Required Tabs: Go through the following tabs and provide all required details:
📄 Basic Info: - First Name, Last Name, Email, Gender, Date of Birth - Employment Type (e.g. FullTime, Intern) - Account Type, Branch, Holiday Calendar, Shift, Global ID - Optional: Nationality, Religion, Marital Status, Blood Group ✅ Ensure "Track Attendance" is checked if needed
🛡️ Audit Info: - Username (usually the email ID) - Timezone and Last Activity IP are auto-filled - Set Registered IP / MAC if needed for checking authorized attendance logs - Make sure the "Active" box is enabled to keep the user active
🔑 Apps & Roles: - Assign the app for which the user will be using, on selection of App roles will be enabled on right. - Assign roles like Employee, HR, Manager, FinanceManager, etc. Based on the app assigned - You can assign multiple roles depending on the user’s responsibilities - App access is controlled based on roles
💾 Save Changes: After completing each tab, click the Update button to save the changes. 🔁 You can always revisit the tabs to make updates later.
✅ Done! The user is now successfully set up and ready to access their account.
💡 Tip: Use the Include Suspend Users toggle if you can’t find a user in the active list.