These steps reflect our current understanding of the system at the time of publishing. Third-party platforms and workflows can change frequently. Please let us know if you have any trouble completing these steps.
How to grant 7Shifts access
-
Log in to the web app > head to Team > click on the green + Add Employee button:
-
Enter the Employee's profile information in the pop-up window:
-
Key pieces of information to enter in the Employee's profile include:
NOTE: EMPLOYEE TYPE needs to be ADMIN
First and last name – Ceterus Bookkeeping
Email address - acess+yourlastname@ceterus.com
Mobile number - 269-359-7621
Their assigned Locations, Departments, and Roles (for roles please choose ADMIN)
Wage information - Once the Location field has been set, the Wage field will default to the corresponding minimum wage for that Location's state/province. Otherwise, you are able to remove/edit this figure to your discretion.
-
Assign them to all of their respective Locations, Departments, and Roles. Users will only have access to the Locations and Departments they're assigned to:
-
Choose to Invite the employee to 7shifts to add them immediately. (do NOT send onboarding package!)
When you're ready, select Add employee and they'll immediately be added to the account.
IF THE USER IS ALREADY CREATED FOR CETERUS, THE EMPLOYEE TYPE MUST BE SET TO ADMIN, BELOW IS HOW TO UPDATE TO ADMIN:
Steps for the Account Owner to add an Admin:
Log into the 7shifts web app.
-
Ensure there is a 7shifts user profile created for the employee/manager you are looking to give admin permissions.
Navigate to Team and open the user's profile.
Go to the Permissions tab.
Change the user type to Admin.
Review the warning that outlines what Admin access entails.
Click Save to confirm the changes.
https://kb.7shifts.com/hc/en-us/articles/38187304802451-Adding-Removing-Admin-Users-in-7shifts
Comments
Please sign in to leave a comment.