How do I add or remove a user or a license?

How do I add or remove a user or a license?

Users are broadly classified into two groups
1. Employees
2. External Users - like Placement Agencies, Background Verification Agencies.
The processes for adding / removing users and licenses for these groups is different

Adding Employees - Only HR team members can add new employees to the system. Refer to the article on Adding users for more details.

Adding External Users - To add Placement Agencies / Verification Agencies refer to the article on Agency Setup for more details

Removing Employees - you cannot remove or delete an employee record once he has been updated in the system. To remove an employee you will have to process the Resignation / Separation in the system. You however can temporarily block access of an employee, refer article on Managing Users - Section 2. Deactivating Users for more details

Removing Licenses - Refer article on License Management for more details on how licenses are added and removed.


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