Overview
It's important to understand the different difference between an Employee and a User. An employee Employee is an employee as is in your organisation and in your NetSuite account. A User, is is an Employee that also has been granted access (invited) to MyPay.
Inviting Employee(s) to MyPay
- As an Admin, from the Setup menu select an ADMIN on the main menu bar, choose: Administration → Employees
- Mark the Employee(s) you would like to invite to MyPay
- Click the Invite to MyPay button
- Select the Role you want to assign to the Employeesthe Employee(s)
- Click the Invite Employees to MyPay button
- The selected Employee(s) will now receive an email with further instructions on setting up their login access.
Managing Users
The best place to start when managing your users is the Active Employees list. This is only accessible as an Admin. To view the list, from the Setup menu select Active Users.
Adding roles to Users
- As an ADMIN on the main menu bar, choose: Administration → Active Users
- Click on a user you want to add a role to
- Click the Add Role button
- Select the Role you want to assign to the Employee
- Click the Add selected role button
Removing role(s) from Users
| Warning |
|---|
Do not remove all user roles from any active user. If there is a user with no role assigned the user will not be able to log into MyPay! |
- As an ADMIN on the main menu bar, choose: Administration → Active Users
- Click on a user you want to remove a role from
- Select the Role(s) you want to remove
Click the Remove Role button
| Panel | ||
|---|---|---|
| ||
|
Resetting 2FA
If a user is having trouble logging in, as Admin you can reset their 2FA settings. To do this:
- As an ADMIN on the main menu bar, choose: Administration → Active Users
- Click
- on a user you want to Reset 2FA for
- Click the
- Reset 2FA
- button
- Upon next login, the user will now be prompted to setup 2FA again.
Disabling/Enabling 2FA
| Warning |
|---|
| To protect your data, Infinet Cloud strongly recommend |
| title | Contents |
|---|
| against disabling 2FA for a user/employee. You should only do this in exceptional circumstances and you do so at your own risk. |
To disable 2FA for an employee, follow the Resetting 2FA instructions above but click the Disable 2FA button.
License Limit
To the license count are considered only Employees where user has already registered and where Netsuite values MyPay Access is YES and Inactive is NO.
Note that Admin can invite Employees beyond the license limit. When the license limit is reached user will get an error at the registration.
- As an ADMIN on the main menu bar, choose: Administration → Active Users
- Click on a user you want to Disable or Enable 2FA for
- Click the Disable/Enable button
License Limits
Your MyPay license limits the number of Users that you can access MyPay. Any User where the following is TRUE counts towards this limit:
- Is a User (not an Employee) of MyPay
- Associated Employee record is Active and MyPay Access is enabled (both of these values are derived from your NetSuite account)
| Info | ||
|---|---|---|
| ||
| Note: An Admin can invite Employees beyond your license limit. Only once the employee completes registration do they count towards the license limit. Once the license limit is reached, any employee(s) that attempts to complete their registration will get an error and will be prevent from becoming a user. |
Checking your License Limit
- As an ADMIN on the main menu bar, choose: Administration
- On the left menu bar, choose: Company Preferences
- Down the page, you can find a number of available licenses
