General Setup > Managing Users > Add Users

Go the User Management screen by clicking Settings > Users – remember only full access users will have this option.

  • Click Add User 
  • Fill in the requested information
    • The e-mail address entered here will be used as the user’s login
    • First and last name is what will show up in the activity logs
    • If you do not wish to give the user full access to the system, check Restrict to selected Companies and grant access as required*
    • Click Save

*More information on restricting users’ access is available in the following related article:

The user will receive an e-mail after you’ve added them. Once they click the link in the e-mail they will be able to choose their own secure password and are then given access to the system.

If at a later stage you need to edit or remove the user, you can do so from the same screen by following the instructions in one of the related articles below:

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