How Do I Create a New User Account?

To create a new user you will need to click on the "People"  tab within the Work Wallet portal. 

You will now be shown a list of the users you currently have for this Wallet, here you will need to click on the link "+ Add a User".

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Now you will need to select the type of user you want to create. 

The user types are:

  • Employee
  • Contractor
  • Client

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Once you have selected the type of user you will be asked to select their access tier, this will determine what access the user will have.

You will also need to fill in the rest of the users details such as their personal and work information before you can click "Invite User".

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Once you have the invitation will be sent via email to the new user detailing how they login.