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  1. Ensure that you have set up your new staff member as an person and/or user in workbench

  2. It is essential that the email address is entered for the Workbench user, as this is a mandatory requirement for Upvise licensing

image-20240516-005324.pngImage Added

  1. Navigate to “Application access” on the user

  2. Add “Upvise user” licence and click save

  3. The Upvise user will automatically sync to Upvise as a “Manager” Standard” user type in the next hourly sync

  4. You can force the sync by going to the “Upvise Integration” screen and clicking “Export/import”

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