First, it's important to understand the difference between auserand acollaborator. In Buk, auseris someone who can log into the platform and has access credentials. In contrast, acollaboratoris the entity associated with the work and has a collaborator record.
Although they can be linked, this is not always the case: a user may not have an associated collaborator,and a collaborator may not have a user created to access the platform. This usually occurs when a collaborator is registered but a user is not created for them.
Below we show the different ways to create users:
There are four ways to create users in Buk:
1. During collaborator creation
When creating a new collaborator record, you can check the box“Create User (Normal Profile)”below the Corporate Email field to generate the user automatically.
Notes:
Some users may have permission to edit or create collaborators but not users. To manage this behavior, you can modify the general parameter: "Allow users with permission to edit Collaborators to manage users". When turned off, they will not see the Create Users checkbox.
The email used to access the platform will always be the one entered in theCorporate Email, not the one entered in Personal Email.
2. From the Users and Profiles module
Once inside the module, clickCreate Users. You will be able to create users in the following ways:
Individual: select a profile and link the user to an existing collaborator (only collaborators without a user and with a registered email will be shown).
By groups: select a profile and mark the collaborators for whom you want to create users in bulk.
Normal for all: Normal profile users will be automatically created for all collaborators who do not have a user and have a registered email:
If you select“Individually”, the following window will be displayed where you must select the user's profile. You can link the user to an existing employee on the platform or to an external person:
Only employees who do not yet have a user and have a registered corporate email will appear in the employees list.
If you select“By groups”,a window will be enabled for you to choose the profile and a table indicating the users will appear; select them and then click“Create users”in this way you can group them and create a user for them with the profile you require.
If you select“Normal for all”, users withNormal Profilefor all workers who do not have a user on the platform and who have a registered corporate email:
3. From the collaborator's record
Go toWorker Record > General Information > Userand click on the person icon with the “+” symbol.
4. From an Onboarding workflow
⚠️ To use this option, you must be subscribed to the Workflows module.
When configuring an Onboarding Workflow, you can check the box:
"Configure the automatic creation of the user in the Buk platform for the hired Collaborator. An email will be sent to the new Collaborator with their access to the Buk portal once their record is created."
Can I create a user with an email address that was previously used?
Yes, Buk allows secure creation of users using email addresses that were previously used by other users. For this to happen, the users and their records must have been deleted beforehand.
Account activation by the collaborator
Once the user has been created, an email will be automatically sent to their registered address with the subject:“Activate your user in Buk”.
Instructions for the collaborator:
-
Check your inbox, spam, or trash.
-
Click “Activate account” within the email.
-
Set and confirm a new password.
-
Log in to Buk with your corporate email and the newly created password.
⚠️ If you don't find the email, check that the email field was entered correctly and check your spam or junk folder. If after a few minutes you still do not receive the email, contact the Human Resources team or the appropriate administrator.
🤖 This article was translated using artificial intelligence. View original article.