As Karbon login happens through Microsoft 365, a new Microsoft 365 account must be set up before adding the new user to Karbon.

Add a user to Karbon

1. From Karbon click on Settings > Colleagues
   
   è  The Colleagues Screen
   
   
   
   
2. Click on [Invite Colleague]
   
   è  The Invite Colleague Screen opens
   
   
   
   
3. Type the new Staff Member's full name and email address
4. In User Permission select: Standard
5. If the User is a manager also select Time Administrator
6. Click on [Invite]
   
   è  The new User is added to the Colleagues screen
   
   
7. From the [Profile] Tab click on Edit
8. Add the following details
   • Handle > Type the staff member's first name (all lowercase)
   • Job Title > Type the Staff Member's job title
   • Roles > Select the roles from the screen
   • Function > Select the correct function based on the staff member's job title
   • Teams > Select the Teams to include the new staff member
   • Capacity > Type the staff members weekly hours capacity
   • Notifications > Select: On
9. Click on [Save]