Adding Users to Yeti

There are two ways to add users to Yeti:

1. Self-Registration (Recommended)
2. Manual User Creation

Most companies use Self-Registration because it allows users to create and manage their own profile information while reducing administrative work.

Self-registration allows users to create their own Yeti account using your Company Code.

Benefits of Self-Registration

• Users enter and maintain their own contact information
• Reduces administrative work
• Faster onboarding
• Users can reset their own passwords
• Less risk of incorrect email addresses or phone numbers

How It Works

1. Share your Company Code with the user.
2. The user creates their own Yeti account.
3. The user enters your Company Code during registration.
4. The user verifies their email address or phone number.
5. An administrator approves the access request.
6. The user gains access to Yeti.

Learn more:

• Company Codes
• Yeti Access Through Self-Registration

Administrators can also create users directly within Yeti.

To Create a User

1. Navigate to Users.
2. Select Create User.
3. Complete the user's information.
4. Assign the appropriate role.
5. Save the user record.

User Information

Enter the user's:

• First Name
• Last Name
• Email Address
• Phone Number
  
  

Ensure all contact information is accurate so the user can receive notifications and access their account.

User Roles

Roles determine what users can see and do within Yeti.

Select the role that best matches the user's responsibilities.

For more information about permissions and access levels, see:

• User Roles and Permissions

Internal Notes

Internal Notes are visible only to administrators.

Use this section to store internal information about the user that should not be visible to field staff.

Tags

Tags help organize users into groups.

Examples include:

• Salter
• Seasonal Staff
• Edmonton
• Calgary

Tags make filtering and reporting easier as your team grows.

Hourly Rate

The Hourly Rate field is used for:

• Job Costing
• Labor Costing
• Reporting

Keeping this information up to date helps ensure accurate operational reporting.

For most organizations, Yeti recommends using Self-Registration whenever possible and reserving Manual User Creation for exceptional situations.

This reduces administrative effort and ensures users maintain their own account information.