# Users

### 1. How to Give Access of Employee Wizard?

To grant access of Employee Wizard to the user follow the path below:

**Path:** Cloud portal > Settings > Organization > Users > Add a new user by clicking on plus icon if required, or click on View User Rights > Then, select the appropriate category and menus e.g.: Analytics > Analytics > Data Wizard, and continue assigning the necessary access as needed > Save.

**Step 1:** Login to cloud portal, go to ‘Settings’ in the menu, and select ‘Organization’ from the tab.

<figure><img src="/files/acGPer32QdOwkObdHK5X" alt=""><figcaption></figcaption></figure>

**Step 2**: Click on ‘Users’ and Add a new user (if required) by clicking on the ‘Plus icon’ on the right or click on ‘view user rights’ for existing users.

![](/files/bB2LjSmoVOyEvqrhovFU)

**Step 3:** Select the appropriate ‘Category’ and ‘Menus’ and click on ‘Save’.

<figure><img src="/files/WIB68DSxTAxnDFQk2nwa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/htYg61jCg1M0MWOp7QZY" alt=""><figcaption></figcaption></figure>

**Link**:<https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=users>

For any queries, contact <support@pockethrms.com>

### 2. How to edit earning details?

To edit the payroll or earning details, you need to create a user first.

### 2.1 How to Create an User?

**Path:** Cloud login > Setting > Organization > Users > Click on '+' icon > Fill details > Create User.,

**Step 1:** Login to cloud portal, Select the ‘Setting’ menu, and click on ‘Organization’ tab.

<figure><img src="/files/7b5Wg2CwoMzYAydGZdvI" alt=""><figcaption></figcaption></figure>

**Step 2:** Then select ‘Users’ from the list and click on the ‘Plus (+) Icon’ on the right corner.

![](/files/rpGTMngcyIQ3h0qmhHsp)

**Step 3**: Then Fill in the details, such as ‘Name’, ‘Email ID’, ‘Password’, ‘Confirm Password’, ‘Company Name’. Then click on ‘Create User’ button.

![](/files/rcR67bOB6Ush3skiIye1)

**Link:** <https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=users>

Once user is created, follow the path below to edit the User:

### 2.2 How to edit user?

**Path**: In the User page, click on view user rights of the user created above > select category > select menus as payroll (enable check box which you want to provide the access in cloud portal) > Save.

**Step 1:** In the user page (Path: cloud > settings > organization > users), click on the view user rights of the user created above.

![](/files/CRUpxDzaX6fotNmThz4q)

**Step 2:** Select ‘Category’, select Menus as ‘Payroll’ by ticking check box which you want to provide the access in cloud portal and click on ‘Save’.

<figure><img src="/files/NV0vMpNmG1YJvV88vhv9" alt=""><figcaption></figcaption></figure>

![](/files/dQHNf6ivpG7lKF8mP2pb)

**Link:** <https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=users>

For any queries, contact <support@pockethrms.com>

### 3. How to enable monthly input option? Or please enable the monthly input option?

To enable Monthly Input option for a cloud user, you need to follow below steps:\
**Path:** Login Admin cloud portal > Go to Settings > Organisation > Users > Click on View User Rights > Payroll > Transaction > Enable Monthly Input > Save

**Step 1:** Log in to the **cloud portal**, go to **‘Settings’ menu**, select **‘Organisation’ tab**, and then click on **‘Users’**.

<figure><img src="/files/X35d5D0RfQv9wcyNDBl4" alt=""><figcaption></figcaption></figure>

**Step 2:** Locate the desired user from the list and click on **‘View User Rights’** for that specific user.

![](/files/gt98EGaL2fujdj2UNTC3)

**Step 3:** In the user rights menu, Tick the ‘**Payroll’** section, then click on ‘Payroll’, you will get further submenus, and then tick **‘Transaction’** sub-menu from it.

<figure><img src="/files/venJ3JPmDXaBvOedC4el" alt=""><figcaption></figcaption></figure>

**Step 4**: Click on transaction submenu, to get further sub-menus, from which tick the checkbox of **‘Monthly Input’** to enable it and Click **‘Save’**.

<figure><img src="/files/qtm9J7sFu2tSuPYRaK6n" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/At0F4HyY0l8rqPQFFPZk" alt=""><figcaption></figcaption></figure>

**Link:** <https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=users>

For any queries, contact <support@pockethrms.com>

### 4. How do I update admin details?

To update the admin details, follow the path below:

**Path:** Cloud login > Settings > HR > users > Edit of the user > Update user

**Step 1:** Log in to the '**Cloud**' portal and go to '**Settings**'.

<figure><img src="/files/d894196480f1b892191be47bd597fc0bb3e05d72" alt=""><figcaption></figcaption></figure>

**Step 2:** Under the '**Organization’**' tab, select '**users**'.

<figure><img src="/files/1a65393502d8a8b5eacb3e0672a22f9af69dcf20" alt=""><figcaption></figcaption></figure>

**Step 3:** Click on '**Edit**' for the specific user. Make the necessary changes and click '**Update User**'.

![](/files/2ba18aa2c998f7890c8ae559e8a7ee7937ff3487)

**Link:**<https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=users>

For any queries, contact <support@pockethrms.com>


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