This guide explains what to do when a new employee starts in the company. The instructions include creating a new user and instructions for the user's first login to Koho.
Content of the instructions
Create a new user
To create a new user in the system, follow these steps: Settings → Users → + User
Adding a username and password for the user
On the Contact tab, add the user's name and other necessary information.
See also: Adding, editing, and activating users
Pin to a rights profile
Once the user is created, you can select a licensing profile for them or create permissions manually.
You can either choose a pre-created profile, or set the settings manually.
Set default working hours and team
You can set the default working hours and team in the "settings" tab.
You can set the team from the drop-down menu
You can set the default working time/day for the user
Signing in for the first time for a new user
Once the user has been created, the new employee can log in to Koho as follows:
The user goes to the Koho login page and clicks on "Forgot password"
Enter the same email address that is set as their username to Koho
The user will receive a password setting link in their email. After setting a password, they can log in to Koho.