Create Roles and Add Employees

What you'll do

Create a custom role and activate at least one employee account.

Before you begin

Use an account with permission to manage users and roles.

Follow these steps

1. Open Onboarding from the sidebar.
2. In Business Setup, open Create roles and add your employees.
3. You will be taken to Users Settings - Roles.
4. Create at least one custom role (any role name except owner).
5. Add at least one employee user and ensure the user is active.
6. Return to Onboarding and confirm the step shows Done.

How you'll know it's done

The step turns to Done when both are true:

• At least one non-owner role exists.
• Active users count is greater than 1.

If you get stuck

• Step still open: check that the employee user is Active.
• Role issue: make sure at least one role other than owner exists.

Related pages

• Open step: User roles settings
• Open onboarding: Onboarding