Overview
This article will explain the Employees directory section on the Custr dashboard and how to add employees, it will also cover how to give account access to your employees.
How to add an Employee
To create an employee in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Click the + icon
Select New employee
Enter the Employee details
Click Save
How to give Employees Account Access
Single employee
To give account access to single employee in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Select your chosen Employee
Click Edit
Select the required Role
Scroll down and under Account Settings, click the no under Account Access Once done this will show as Yes
Click Save
Please note: an email address must be entered to enable the employee account access
The Employee will then receive a system-generated email with account details.
Multiple Employees
To enable account access for multiple employees in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Select an Employee
Click the Circle with their initials next to their name to open selection mode
Select the Employees you would like to enable account access for
Click Enable Account Access on the right hand side
To explore our employee feature in more detail, click the button below to access our comprehensive feature guide.