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Step 3: Create Employees

Next, add the people who will use the system.

These may include:

  • Employees
  • Managers
  • Administrators
  • Limited-access users

Adding a User​

When creating a user, you’ll typically define:

  • Name and contact information
  • Role or permissions
  • Access level

Each user can be assigned work later.

Why Users Matter Early​

Users are required for:

  • Assigning tasks
  • Scheduling work
  • Tracking responsibility

Creating users early prevents rework later.

Summary​

  • Add users before assigning work
  • Permissions control what users can access
  • Users can be reused across projects