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How to add and manage users

Step-by-step instructions for adding new users, editing their information, and managing user accounts.

Written by Merilin Peetris
Updated today

This article explains how to add new users to Begin and manage existing user accounts. This feature is available to Admins.

How to add a new user

  1. Click Employees in the left sidebar.

  2. Click the Add Employee button.

  3. Fill in the required fields: First Name and Last Name.

  4. Select the Department (you can assign multiple departments).

  5. Enter login credentials: Email or Phone, and a Password.

  6. Optionally check Send Invite to email the login details to the new user.

  7. Click Save changes.

How to edit a user's information

  1. Go to Employees and click on the user's name.

  2. Edit any fields that need updating.

  3. Click Save changes.

How to deactivate a user

When an employee leaves the company, you can change their status rather than deleting them (this preserves their historical data).

  1. Open the employee's profile.

  2. Change the Status field to Inactive or Archived.

  3. Click Save changes.

Inactive and archived users cannot log in, but their timesheet data is preserved for reports.

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