Create a new user
FollowTo access Altamira HRM, a user must have an account on the platform. For security reasons, Altamira Customer Success does not manage accounts or passwords, so an Administrator user must create the other accounts and send the login credentials. The essential steps for activating a user are:
- Create the account
- Add the account to a group to assign navigation permissions
To create a new user account
- Click Settings > Users
- Click the New button in the top right
- Complete the form with the required information:
- Username: the username you want to assign. It can be the user's first and last name, email address, or any other wording of your choice
- Password
- Confirm password
- Email: the user's email address, which will be used by the platform for all communications. It can be the same as the username, if
- Password expiration: the account expiration date. This field is for informational purposes only. The password is always set to expire one year after the last login date
- User must change password at next login: if this option is selected, the user must change the password at the next login
- Account locked: if this option is selected, the user will no longer be able to access the platform
- Click Save
- NOTE: If you have the Altamira Recruiting product, after saving the record for the first time, the toggle for the Altamira Recruiting License will appear. If the user must be able to access this product, enable it and click Save
- Once you have created the user, you must add them to a group. To do so, click the Groups > Add tab and select the required groups. Finally, click Save
- To send the credentials, click the three dots in the top right and click Send email. The platform sends new users an email containing the username, password, and website address they must use to log in
If you have the Altamira Employees product, also see Best practice - How to activate a new employee
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