Getting Started: Adding users

Getting Started: Adding users

Once you've adjusted your settings, the next important step is adding users who can access the web system, such as nursery managers and HR administrators. A list of the default user roles and the features they can access can be found here. 

Adding a user

  1. In the top right, click on   > System Settings.
  2. Click on the Users tab.
  3. Click on the  icon in the top right.
  4. Type in the user's First Name, Last Name, and Email.
  5. Choose this user's Role from the list. This affects what parts of the system they can access.
  6. Click Save. 

Activating a user account

Once a company admin adds a user, an email will be sent to the user's email that allows them to activate their account.
  1. Open the activation email in your inbox and click the link.
  2. Create a secure password.
  3. Click Save.
  4. Log in to the system using your email and password.

Adding a user as an eylog-only customer

For eylog customers that also use another eyworks product, users cannot be added through eylog; instead, their data is carried over from the other piece of software. Adding a user through eylog is only available for eylog-only customers, and these users can only be one of two roles: Nursery Manager and Nursery Administrator. 

Adding a manager

  1. Hover over your profile picture in the top right and click System Settings.
  2. Click on Managers.
  3. Click Add New.
  4. Fill in the manager's First Name, Last Name, and Email.
  5. Check Enable email notifications? if you want this manager to receive notifications from eylog through their email. Managers will also receive eylog notifications on behalf of any practitioners whose profiles are linked to the manager's email
  6. Check Create Manager Login on App if you want this manager to have a practitioner profile on the eylog practitioner app.
  7. Next to the Photo section, click Upload Photo to add a profile picture for this manager from your computer.
  8. Select the manager's nursery from the list.
  9. Add additional details about the manager in the Introduction section, if necessary.
  10. Click Submit.
  11. The manager will receive an activation email to finish setting up their account.

Adding an administrator

  1. Hover over your profile picture in the top right and click System Settings.
  2. Click on Administrators.
  3. Click Add New.
  4. Fill in the administrator's First Name, Last Name, and Email.
  5. Next to the Photo section, click Upload Photo to add a profile picture for this administrator from your computer.
  6. Click Submit.
  7. The administrator will receive an activation email to finish setting up their account.

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