Users & Teams
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      Create a New Employee

      Add a new user login and populate employee drop downs

      1. Navigate to Resources > Employees Module

      2. At the top of the page in the Tool Bar, select the Add button

      3. In the side panel:

        1. First Name (required)

        2. Last Name (required)

        3. Username (firstname.lastname)

        4. Select Security Group from dropdown

        5. Set Password

        6. Confirm Password

      4. Select Create Employee

      5. Add additional information (optional)

      6. Select Save 

      Security Groups 

      Basic: Ability to complete and submit forms only, access to Tasks & Forms 

      Supervisor: Ability to complete/submit forms, schedule work and view data with access to Tasks, Forms and Reports

      Administrator: Access to all areas of the program including Tasks, Forms, Reports, Resources & Settings