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How to Add a New User to Engager

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.

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.

To change an existing user or reset their password, see How to Edit, or Archive a User.

Step by step: adding a new user

  1. Access the user settings. In the top-right corner of Engager, select your name, then select Settings from the dropdown menu.
    Menu opened from the user's name at the top right, with Settings highlighted as step 1
  2. Go to System users. In the Staff section of Settings, select System users. Alternatively, use the Search settings: box at the top to quickly find it.
    Staff settings card with System users highlighted as step 2
  3. View current users and add a new one. You’ll now see a list of all users currently in your Engager account. Select + add new user to begin the setup. This opens Add new user.
    System users toolbar with show archived users, export to CSV and add new user, with add new user highlighted as step 3
  4. Complete the user details. Fill in the required information, including:
    • First name:, Last name: and Email:. Initials: fill in automatically.
    • Password setup: choose send an email to the user with a link to set up a password (the link is valid for 3 days), or type new password in the field below: to set their password for them.
    • Color: this colour will appear anywhere their name or initials are displayed (for example, in jobs and on client profiles).
    • Department: optional, for internal categorisation.
    • Role: and Supervisor:.
    • Access level: choose USER or ADMIN. Users with ADMIN access have all permissions. If you assign them as a USER, you can also customise their specific permissions (step 6).
    Add new user form for a demo user showing name, initials, email, colour, department, role and supervisor, with the Password setup email link option highlighted and Access level set to USER highlighted as step 4
  5. Define time tracking and billing settings. These are optional but useful for reporting and internal cost tracking:
    • Number of working hours per week:
    • Charge out rate per hour:
    • Cost to practice per hour:
    Rate and cost are used by the time tracking feature to calculate service profitability.
  6. Set permissions (for users). If the new user has the USER access level, select change next to Permissions: to customise what they can and cannot do within Engager. This opens Change permissions.
    Charge out rate per hour and Cost to practice per hour fields highlighted, with the Permissions change button highlighted below them
    You’ll see a granular breakdown of system permissions, allowing you to tailor access based on their role. Tick or untick each permission, or use deny all, allow all or copy from another user, then select Confirm.
    Change permissions window showing the User and Invoice permissions, with deny all, allow all and copy from another user highlighted
  7. Save. Select Save at the bottom of Add new user to finalise the setup. If you chose to email a link under Password setup:, the new user will then be sent an email inviting them to set up their password.

Need help?

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