Creating A New Employee

April 16, 2019

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To create a New Employee

  1. Click on Employees tab at the top right hand corner

2. Click the blue “Add new employee” button near the right side

3. It will then ask you to fill in the employees first, middle, and last name

  • Not all are required

4. In order for your employee to create a username and password, the only thing they will need is an email address

5. To put one in, start by clicking “Add contact information.

6. After clicking that button, the contact information age will drop down

7. You can fill out all of the contact information, but the only thing that is required is the email

To allow access to your Employee

1. Once you have saved all of the information above, it will take you to a new page that looks like this:

2. On this screen, you will first choose what you would like your employee to have access to

3. Keep the things that you would like them to have access to checked, and simply uncheckwhat you do not want them to see

To invite your Employee for a User Account

1. Once you have selected what you would like your employee to have access to, you are now ready to invite them to create their username and password

2. You can do this by clicking “Invite Employee

3. After inviting the employee, they will receive an email with a link to set up their account

  • If they cannot find the email, you can simply send it again

  • Now that you have created your first employee, you can add as many as you need

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