This guide shows how a Controller (system administrator) can add additional Controllers to a myhrtoolkit account. New Controllers will have the same full access rights as all other Controllers; having full access to ‘setup & admin’ and being able to see all information about all people.
The process is different depending on whether the system has gone live.
The person to be granted controller access must have an existing record in the system with at least a name, date of birth and system email.Click onfollowed by .
Find the name of the person to whom you would like to give controller access and set their status tobefore clicking on .
In> , put a tick against their name and click .
You have now successfully created a new controller. Controllers set this way will not have a user password generated for them. You will need to manually retrieve their password by going to> .
Making sure that your email address is listed at the top of the form, click on the link to manually retrieve a password. You can then forward the email you receive to the user, it contains a time-limited link for them to follow to setup their username and password.
You will need to be logged in as a controller to setup another colleague as a controller.Click on> > .
Put a tick against the name of the person that you would like to give controller privileges, then click on. You will be asked to confirm the choice.
After confirmation, all controllers, including the new controller, will be displayed. If not, something will have gone wrong and you will need to follow this process again from the beginning.
When the new Controller first logs in they will be asked to agree to the terms & conditions, then validate themselves via their date of birth and set a new password.