e-PayDay Go® Users

This section enables you to add, edit, view and delete users who have been added to access your Tenant.

Invite Tax Practitioner allows you to add an e-PayDay Go® User for your Tenant, automatically assigned to the Tax Practitioner Role.

Create new user allows you to add an e-PayDay Go® User for your Tenant. To add a ClockMeIn (EPSS) user, please refer to How do I enrol a ClockMeIn® (EPSS) Payrollee?

Search enables you to enter information to filter the results shown in the Users List.

Show Advanced Filters enables you to filter the results shown in the Users list by selecting certain permissions, a specific role or locked users only.

The e-PayDay Go® Users List displays the User name, First Name, Surname, Role, and Email Address for each previously added user. It also defines the date the account was created and whether it is active or the user's email address has been confirmed.

Actions allows you to:

View, which opens the User Profile; however, changes cannot be made.
Edit, which opens the User Profile and allows changes as required.
Unlock, which resets the account after too many invalid username and/or password attempts.
Delete, which removes the user.
Transfer Account Ownership, available only to the Super Administrator.

Showing X to X of X entries. Show X entries allows you to select how many Users you would like displayed per page.

Pagination Controls allows you to navigate between the pages of Users.

User Profile Window

The User Profile Window is displayed when creating, editing or viewing a user, and contains two sections, User Information and Role.

User Information

User Information details the contact details of the user.

First Name displays the user's First Name.
Surname displays the user's Surname.
Email Address displays the user's email address.
Phone Number displays the user's Phone Number in case they need to be contacted.
Username displays the user's Username.
Set Random Password allows you to select if the user requires a random password to be generated.
Should change password at next login allows you to select if the user needs to change their password the next time they log in. This option is disabled when Set Random Password is selected.
Send Verification e-Mail is disabled when a new user is added. All users must verify their accounts before they can log in to e-PayDay Go.
Active is disabled when a new user is being added. This option allows you to select if the User is no longer Active.
Two-factor authentication enabled is disabled for all users as this is a mandatory government requirement.
Lockout enabled enables the user profile to be locked after five incorrect username/password login attempts.

Role

Role defines the Permissions for the user.

Role requires you to choose the role applicable to the e-PayDay Go® (Tenant) user based on the options available within Roles and Permissions.

Information, Success, Warning and Error Messages

The messages below are displayed when specific actions are performed within e-PayDay Go®.

Tax Practitioner User Limit Reached Error Message

The Tax Practitioner User Limit Reached Error Message is displayed when you complete an action that would cause you to exceed the number of Tax Practitioner Users allowed within your subscription, such as attempting to add or reinstate a User.

User Limit Reached Error Message

The User Limit Reached Error Message is displayed when you complete an action that would cause you to exceed the number of users allowed within your subscription, such as attempting to add or reinstate a User.

Transfer Account Ownership Warning Message

The Transfer Account Ownership Warning Message is displayed when the Super Administrator Account selects Actions > Transfer Account Ownership. To continue, select the role which will apply to the previous account owner.

Delete User Warning Message

The Delete User Warning Message is displayed when Actions > Delete is selected within the e-PayDay Go® User List within Users. If Acknowledge is selected, the user is deleted.

User Profile Changed Warning Message

The User Profile Changed Warning Message is displayed when a user's username and/or email address have been changed. If Acknowledge is selected, the user is notified by email.