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Users and roles | How do I create a user?
Users and roles | How do I create a user?

Employees, Users, Roles

Written by Tobias Danielsson
Updated over a week ago

There are two different types of users in the system. One is internal (employee), and the other is external (users).

Internal users are the users that your employees, managers, or administrators have. External users are for those who need access to your system but do not work in your organization.

If you want to know how to give your users extended roles, you can click on the button below.

If you are wondering about the different extended roles we have and what they do, you can click on the button below.

Employee - Internal Users

For employees who need to log into the system as employees or managers, users need to be created. There are two ways you can create them: either you can create them in bulk or individually.

Creating Users in Bulk

To create users in bulk, you should first click on "Employee management" in the left-side menu.

After clicking on "Employee manegement", you can bring up the "Has user" column to see whether your employees already have a user or not.

You can do this by clicking on the icon to edit columns. Then, you can either search in the list or simply search for "Has user". Check the box next to "Has user".

Now, the column is included in the table.

To create users, you first need to select the employees for whom you want to create users. You can do this via the box on the far left of the employee's row.

Then, click on the three dots to bring up a list of functions. Click on "Create user".

After doing so, you will see a box confirming that you want to create your users. When you click "Create" the users will be created.

Creating Users Individually

If you are creating a user for only one person or if the person already has an old user that needs to be linked to the employee, click on the employee's row, which you can find after clicking on employee management.

Click on the specific employee and go to the "Account" tab. Then, click on the "Create or link user" button.

Once you've done that, you will see this dialog box. Here, if the employee already has a user, you can either link it or create a new user by filling in the employee's email and unique ID number.

Users without employee and other extended roles

The number of administrators and other expanded roles may vary based on the specifics of your licensing agreement, so it's important to verify how many you have access to within your specific contract.

To create an external user, first go into the "Employee management".

In the employees filter at the top left, switch to "Users without employee". Once you've done that, click on the "New user" button.

When you do this, you´ll need to fill in all the mandatory fields. You can change which fields are visible by adjusting the options for BankID, password, and two-factor authentication.

Once all the mandatory fields are filled, you can click on "Create User."

Once the account is created, go to the "Extended roles" tab and click on "New role".

in the dropdown list for "Role", select the role that the user should have, and in the dropdown list for "Organisation" specify which part of the organization the user should have access to.

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