To find out to whom you can grant access to My Zone, go to this article
How to get there
- From the Toolbar, go to Team
- Press Employees
- Select your employee from the list
How to invite your employee
If your employee does not have a Holded user account, you have to invite him first, following these steps. The users you have invited will receive an email with a link to access to Holded.
- From the control menu, go to Configuration>Company account> Users
- Click on the Invite users button at the top right of your screen
- Write the email address of the person you want to invite
- Select the user role that you want to assign
- Click on Invite
Remember that with the Guest role, it will only be possible to access My zone
How to assign a user to an employee
Once they complete the process to access the platform, you can match them with their employee profile by following these steps
- Select Employees from Team
- From the list, click on an employee's name to open the quick view
- Click the Assign user button to open the employee card
- From the Employee User Access drop-down menu, select the user account you need to match
- Click on Save
You can see the pending invitations from control menu> User management or by using the shortcut command Cmd + K / Ctrl + K> and typing users
How to modify an assigned role
- From the control menu, select Users management
- Click on the profile you want to modify to open the quick view
- Open the change role drop-down menu and select the role you want to assign
- Click on Confirm