How to Add a New User
Create a new personnel record, send an invite email, and assign access groups in XMP.
Overview
Adding users to XMP lets your team sign in and work in the areas you allow. Each person needs a personnel record with essential contact details and at least one user access group. After creation, you can complete their profile with department, job title, and schedule settings. You can also set up timesheets, salaries, and holidays.
How to Access
Go to Main Menu → Human Resources → Personnel.
Creating a New User
- On the personnel table, click the Add New button (top right).
- Enter the required fields:
- Username — usually their full name or email address
- First name and Surname
- Fill in any optional HR fields if you use them in XMP.
- Click Create.
XMP sends an invite email with a temporary password. The new user signs in and sets their own password.
Completing the Profile
After you press Create, the full personnel profile opens. Here you can set department, job title, salaries, and other HR data.
The most important area initially is Access Control Details, where you assign user access groups. If the user needs to appear in the schedule, tick the relevant user-type checkboxes — see How to Set Up a Personnel Profile for the Schedule for detail.
When finished, scroll to the bottom and click Update and Close. The user will only see the areas their access group allows when they log in.