---
title: Create New User Accounts
description: Create a user account for an employee or client so that they can login to Billiyo - being able to clock in/out, make changes to their schedule, document, and more.
---

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# Create New User Accounts

## Create a user account for an employee or client so that they can login to Billiyo.

![](https://fast.wistia.com/embed/medias/l96429waf1/swatch)

 

 

Click here to learn how we can review and edit a user account

**Jump To:**

[Creating a User Account](https://knowledge.billiyo.com/knowledge/user-accounts#adding)  
<https://knowledge.billiyo.com/knowledge/user-accounts#view>

---

### **Creating a User Account**

To create a user account, head to *More \> User Account \> Add New User Account*.

![](https://knowledge.billiyo.com/hubfs/image-png-Jul-25-2023-01-12-09-2771-PM.png)  
On the screen that appears, the following fields will show - all fields will need to be filled out:

- **Type** — Is the user account for an employee, client, or surveyor? 
    - Surveyor:
      
      If a surveyor is visiting an agency, the agency can set up a user account for the surveyor to use — the surveyor does not get added into the system as an employee or client.
      
      When assigning the type of surveyor, the fields that appear will be a bit different than a traditional user role:
      
      ![image-20230626-210311](https://knowledge.billiyo.com/hs-fs/hubfs/image-20230626-210311.png?width=392&height=277&name=image-20230626-210311.png)
      
      The person setting up the user account will need to specify what client’s information the surveyor has access to and for how long, using the *Client* and *Date Range* fields. Clicking on the ***+*** sign will allow the person setting up the user account to add in multiple clients.
      
      ![image-20230626-212057](https://knowledge.billiyo.com/hs-fs/hubfs/image-20230626-212057.png?width=397&height=205&name=image-20230626-212057.png)

      The surveyor will have access to *CRM \> Clients \> Patient Dashboard* and the *Reports* tab. And, will only have access to view — they cannot edit — the patients selected when creating user account. Here is an example of what they will see:
      
      ![image-20230626-173917](https://knowledge.billiyo.com/hs-fs/hubfs/image-20230626-173917.png?width=631&height=218&name=image-20230626-173917.png)

- **Employee/Client** — This would be the person’s name that the user account is for. The person must be added into the Billiyo account, as a client or employee depending on their role, before a user account can be created for them.   
    - If the **Type **of S*urveyor* is selected, this field will not appear.
- **User Name — **The username the person will use to sign into their account. 
    - Multiple users in the entire Billiyo system cannot have the same user name, this is not account specific.
    - While user accounts are unique, they are not agency specific. This means that if user A has the username of “billiyo1”, and user B from another agency tries to use 'billiyo1” as their username, user B will not be able to do so.

- **Password —  **The password that users will need to log into their account. 
    - Passwords must include: 
          - At least 8 characters
          -  1 lowercase & 1 uppercase
          -  1 number (0-9)
          -  1 special character (!@#$%^&\*)
    - Passwords CANNOT include:  
          -  Your username
          -  Your first name
          -  Your last name
          -  The word "password"
          - The number string  "12345" 

- **Email — **The user's email address, which is used to send password reset information to. 
    - Multiple users in the entire Billiyo system cannot have the same email address, this is not account specific.
- **User Role — **The level of access this user will have to the system, learn more about user roles [here](https://knowledge.billiyo.com/knowledge/organization-roles-hierarchy?hsLang=en). 

![Add View User- Add 1](https://knowledge.billiyo.com/hs-fs/hubfs/Add%20View%20User-%20Add%201.png?width=643&name=Add%20View%20User-%20Add%201.png)

After filling out all fields, click the **Save **button to finish the creation of the user account.

Make sure to share login information with the clients and employees that user accounts are created for.

 

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