For more detailed information please visit our wiki page Workbench Wiki - Users
Option 1 - copy an existing person: +From Person List button
In 4.6.12 we introduced the ability to use an existing person and copy the User data from another.
Option 2 - copy an existing user: +From Existing User button
As per Option 2 but most details from Main, Contact, Settings, and Email tabs need to be added
Option 3 - manual: +New User button
For this option we'll assume that the new user will be an Employee with a login
Main tab:
populate Surname, First Name, and select the Company
if the user is an Employee, tick the "Is Employee" flag
if the user also needs a Login, tick the "Has Login" flag
then populate the Login Code and select a Site Map Profile
Employee Detail tab (displays when the Is Employee is ticked)
Employee No and Employee Class need to be populated
Application Access tab
For each section select at least 1 of each item: Reporting Groups, Profit Centre Groups, Licences, and Roles
The above is the minimum required to set up a new user in Workbench.
Here is a quick video that will show you how to create a user: Workbench Guides - Administration Guides