Skip to main content

Adding Employees

Find out how to add employees and activate their account access.

Updated today

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:

  1. On the dashboard, navigate to Directory > Employees

  2. Click the + icon

  3. Select New employee

  4. Enter the Employee details

  5. Click Save
    ​


How to give employees account access


Single employee

To give account access to single employee in your directory, follow the steps below:

  1. On the dashboard, navigate to Directory > Employees

  2. Select your chosen Employee

  3. Click Edit

  4. Select the required Role

  5. Scroll down and under Account Settings, click the no under Account Access Once done this will show as Yes

  6. 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:

  1. On the dashboard, navigate to Directory > Employees

  2. Select an Employee

  3. Click the Circle with their initials next to their name to open selection mode

  4. Select the Employees you would like to enable account access for

  5. 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.
​

Did this answer your question?