How to Create Users Internally

Internal user creation allows you to maintain user records (e.g. staff or admins) purely inside the system – useful for payroll, records management or preliminary setup before invitation.

Follow the steps below in order and note that Step 4 includes four sub-sections (A – D) corresponding to each tab within the Create New User screen.

When to Use This Method

  • •Employees who do not need to log in to Exacc but need to be tracked in payroll or timesheets
  • •Contractors or casual workers who are managed externally but require a system record
  • •Setting up user records in advance before deciding on access permissions
  • •Historical employee records that need to be maintained for reporting purposes

User Creation Process

Follow these steps to create an internal user record without granting login access.

User Record Created!

The user has been successfully created in your system. They will now appear in your Users List and can be assigned to payroll, timesheets, and other system records. To grant them login access at any time, select the user from the Users List and choose Send Invitation.

Managing User Status

The user's status can be updated at any time:

To activate, change the user's status to Active once they require access or engagement in the system

If the user is no longer part of the organisation or does not need system presence, you can set them to Not Active (deactivated)

This provides flexibility to maintain accurate and current user records.