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
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In the top-right corner of Engager, click on your name.
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From the dropdown menu, select Settings.
2. Navigate to System Users
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In the Settings menu, locate System Users.
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Alternatively, use the search bar to quickly find “System Users”.
3. View Current Users and Add a New One
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You’ll now see a list of all users currently in your Engager account.
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Click Add New User to begin the setup.
4. Complete the User Details Form
Fill in the required information, including:
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Name
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Email address
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Colour assignment – this colour will appear anywhere their name or initials are displayed (e.g., in jobs, on client profiles, etc.).
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Department – optional for internal categorisation.
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Roles & Supervisor
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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:
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Working hours per week
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Charge-out rate per hour
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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
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Click Save to finalise the setup.
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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!