How to Edit a User / Reset Password

Adding users to your Engager account is quick and easy. Whether you're onboarding a new team member or setting up access for a temporary user, follow the steps below to get them up and running in no time.

Step-by-Step: Adding a New User

1. Access the User Settings

• In the top-right corner of Engager, click on your name.

• From the dropdown menu, select Settings.

2. Navigate to System Users

• In the Settings menu, locate System Users.

• Alternatively, use the search bar to quickly find “System Users”.

3. View Current Users and Add a New One

• You’ll now see a list of all users currently in your Engager account.

• Click Add New User to begin the setup.

4. Complete the User Details Form

Fill in the required information, including:

• Name

• Email address

• Colour assignment – this colour will appear anywhere their name or initials are displayed (e.g., in jobs, on client profiles, etc.).

• Department – optional for internal categorisation.

• Roles & Supervisor

• Access Level – choose between admin, user, or restricted access.

If you assign them as a User, you can also customise their specific permissions.

5. Define Time Tracking & Billing Settings

These are optional but useful for reporting and internal cost tracking:

• Working hours per week

• Charge-out rate per hour

• Cost to practice per hour

These values are used in Engager's Time Tracking and Billing tools.

6. Set Permissions (For Users)

If the new user has a "User" access level, click into the Permissions tab to customise what they can and cannot do within Engager.
You’ll see a granular breakdown of system permissions, allowing you to tailor access based on their role.

7. Save and Send Login Instructions

• Click Save to finalise the setup.

• The new user will then be sent an email inviting them to setup their password.

Need Help?

If you have any questions, feel free to contact our team at contact@engager.app – we’re here to help!