To create a new SelectPay user, follow the steps below.
⚠️Important: Once you've created a new user, you can't change or delete them.
Take a backup of your data then click System.
Click User Records then click New User.
Complete the following information:
User ID: An abbreviation of the username, for example, their initials.
User Name: Their desired username to log into SelectPay with.
Windows Account: Their local Windows user. You only need to enter this if you use Windows or Mixed Authentication.
Profile Code: Select the relevant security profile.
Payroll Administrator: Only assign this if they need full admin permissions in SelectPay.
Track Record Changes: Allow the changes they make to be recorded on reports.
Start-Up Menu: Indicate the welcome screen when they log into SelectPay.
Password: Enter a secure password.
Authentication: Select whether they'll use SelectPay or a Windows account, or a mixture of both, to log in.
Click Save & Close then repeat these steps for all relevant databases.
If you need new credentials for a CLOUD account, contact your account manager, as you may need a new license for an additional user. Once your account manager confirms your new license, please contact the support team, including the new user's full name and email address.