How to Add an Employee
To create an employee in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Click +New Employee
Enter the Employee details
Click Save.β
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How to Give Employees Account Access
To give account access to an employee in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Select the Employee
Click Edit
Scroll down and Enable Account Access
Select the required Role
Click Save.β
The Employee will then receive a system-generated email with account details.
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The confirmation email will look similar to the example provided below; the staff member must follow the steps in the video to validate their access.