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Set up a new user

Add a new user to Access TeamSeer and resolve issues where a newly created user doesn’t appear.

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Written by Charlotte Alderson

If you need to add a new starter, you can set them up using the new user wizard. This lets you assign their working pattern, allowance, and access to the system.

📌 Note: You need HR Admin permissions to create users and assign settings.


Add a new user

  1. Click HR Admin, then run New User wizard.

  2. Click Next, then enter user details.

  3. Update the username if needed.

  4. Click Next, then assign any direct reports if known.

  5. Click Next, then complete personal details if required.

  6. Select the correct employment type, then click Next.

  7. Assign the user to at least one group, then click Next.


Assign work layers

  1. Review default work layers.

  2. Remove any incorrect layers and add the correct ones.

  3. Click Next.

If you don’t have the correct work layer:

  • Assign a temporary layer.

  • Update it later using a work pattern wizard.


Set allowance and start date

  1. Enter the allowance profile and employment start date.

  2. Click Next, then review the allowance calculation.

  3. Add any manual adjustments if needed.

  4. Click Next.


Complete the setup

  1. Clear Send Employee a Welcome Email if not required.

  2. Click Next, then click Finish.


Fix user not visible after setup

If you can’t find a user:

  • Try creating them again:

    • If the system shows an error, the user already exists.

    • If there’s no error, the user hasn’t been created.

  • Check:

    • The email address is correct.

    • The setup process was completed fully.


Prepare for hourly users

Before creating an hourly worker:

  1. Click HR Admin, then click View or create your own custom work layers.

  2. Confirm the correct hourly layer is available.

You can update the working pattern later using the relevant wizard.

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