Summary

You can let your employees do the first setup of their own user account. You then activate the account and set its home location and user groups.

Steps

1. Send your employee to https://companyname.gingrapp.com/auth/create_user. Replace "companyname" with your subdomain.
2. Ask them to fill out the Sign Up form with their name, email address, phone number, and password, and select Sign Up.

   Important: All users who log in with an email and password must use a strong password. To meet security standards, passwords must be at least 12 characters long and include at least one uppercase letter, one lowercase letter, and one number or one special character. Passwords must also be updated at least once every 90 days. These rules protect sensitive business and customer data and lower the risk of unauthorized access.

   

3. After they sign up, go to Left-hand Navigation: Reports & More » Users.
4. Select the Inactive tab and find the new user.

   

5. In the Status column for the user, select the red Inactive button to activate the account right away.

   

6. Check that the user now shows under the Active tab on the Users page.
7. Edit the user's profile. Set their home location, assign user groups, and make any other changes.
8. Select Save User. Your employee can now log in for the first time.

Related Articles

• Create & Activate a New User How-To
• Edit User Account Settings How-To
• Import Users How-To