Related FAQ's

How to Setup a New User

  1. 🔐 Login to Admin Account:
    Go to www.officegx.com and log in using your Administrator credentials.
  2. 📂 Navigate to User Management:
    On the left sidebar, go to Admin > Users. You’ll see a list of all users in the system.
  3. 👤 Select the User:
    Click on the Display Name of the user you want to configure. This opens their profile and settings.
  4. 📝 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
  5. 💾 Save Changes:
    After completing each tab, click the Update button to save the changes.
    🔁 You can always revisit the tabs to make updates later.
  6. 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.