Create a staff account

Follow these steps

1. 1

   Open Active users

   In the left menu, select Users → Active users. Search for the person first so you do not create a duplicate. Select Add a user.

2. 2

   Enter the employee’s details

   Fill in first name, last name, display name and username. Choose initechwa.com.au in the domain box. Check the full sign-in address carefully before selecting Next.

3. 3

   Set the first password

   Use the automatically generated temporary password, or follow the company’s password process. Keep Require this user to change their password when they first sign in selected. Do not put passwords in this knowledge base or a group chat.

4. 4

   Choose location and licence

   Set the usage location to Australia for staff working in Australia. Tick the approved product licence. If there are no spare seats, ask the licence owner to arrange one; an unlicensed account will not automatically have a working mailbox or Office apps.

5. 5

   Keep normal staff as users

   Under optional settings, leave the role as User (no administrator access) for ordinary staff. Enter any agreed job or contact details. Select Next.

6. 6

   Review, create and hand over

   Check the name, full email address, location and licence, then select Finish adding. Give the employee their sign-in details privately using the company’s approved method. Direct them to the sign-in and Authenticator guides.