User management

Create, delete, and manage users easily to give permissions to payroll employees while protecting sensitive financial information.

Before you begin

There are three user roles: Admin, Editor, and Payroll viewer.

• Admin: Admins can access all features, functions, and resources.
• Editor: Editors can access most features and resources, but can only make changes to employees and payroll. Editors cannot edit settings, journal templates, or add new users.
• Payroll viewer: Payroll viewers can only access specific payroll information, but do not have editing capabilities. Payroll viewers cannot view employee profiles, settings, and cannot add new users.

Note: You can set up user roles without impacting HRIS integrations. However, Payroll viewers will not be able to edit HRIS Integration Settings.

How to create a new user

1. From the left sidebar, select Settings > User Management. This will display a list of all active and pending users.
2. Click Add user in the top right corner.
3. Enter the new user’s email address and select their Permission setting: Admin, Editor, or Payroll viewer.
4. Click Send invite to send an invite link to the new user’s email. The link is operational for 24 hours. The invited user will show as “Pending” on the User Management page.
5. The new user receives the invitation and complete their account set up by creating a new password. All admins will be notified via email when a new account is created.

How to resend a new user invitation

1. From the left sidebar, select Settings > User Management. This will display a list of all active and pending users.
2. Click on the three dots to the far right of the relevant pending user.
3. Select Resend invitation.

How to re-set passwords

1. Go to app.pento.io, enter your Email address, and click Continue.
2. Click on Forgot password? to send a password reset link to your email.
3. Follow the link in the password reset email to choose a new password.

How to delete a user

1. From the left sidebar, select Settings > User Management. This will display a list of all active and pending users.
2. Click on the three dots to the far right of the relevant pending user.
3. Select Delete user.
4. To confirm user deletion, click Yes, delete user in the bottom right of the pop-up.
5. A notification on the bottom right corner of the screen will confirm that the user account was successfully deleted. The user will have access immediately revoked and their details will be removed from the list of active users. The deleted user will be notified via email.

How to set allowed domains

As an added security measure, you can define the email address domains that will be granted access to payroll information.

1. From the left sidebar, select Settings > User Management.
2. In the text field under Allowed domains, enter the domains that will be granted access.
3. Click the Save button to the right of the text field.