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👤 How to Add an Employee

Add a new user login and populate employee drop downs

  1. Navigate to the People module and select Employees.

  2. Select the green Add Employee button [+] in the top right corner.

  3. In the Basic Information section, enter the following:

    1. First Name

    2. Last Name

    3. Job Title (Optional)

  4. Select the Sites they should have access to from the list and select Apply.

  5. If the employee requires system login, toggle Login Access to the "On" position.

  6. Select a Login Method (Email or Username):

    1. If using Email: Enter their email address and select their Role from the dropdown menu.

    2. If using Username: Create a username, select their Role, and set a temporary Password.

  7. Select the green Save button.