Overview
Employees must be added to your Employees Directory before they can:
Access the Custr dashboard
Receive notifications
Use the Custr Companion App
You can add employees individually or enable access for multiple users at once.
How to Add an Employee
To add a new employee:
Go to Directory → Employees
Click the + icon (top right)
Select New Employee
Enter the employee’s details
Click Save
The employee will now appear in your directory.
How to Give Employees Account Access
Adding an employee does not automatically give them access to log in.
You must enable Account Access separately.
Single Employee
To enable access for one employee:
Go to Directory → Employees
Select the employee
Click Edit
Scroll to Account Settings
Toggle Account Access to Yes
Select a Role
Click Save
Once enabled, the employee will receive an email to:
Set their password
Activate their account
Multiple Employees
To enable access for multiple employees:
Go to Directory → Employees
Click the selection circle next to an employee
Select multiple employees
Click Enable Account Access
Each selected employee will receive an email to activate their account.
Important Notes
An email address is required to enable account access
Employees cannot log in until they complete the email setup
Access to features depends on the assigned role and permissions
Employees without account access can still exist in the directory for tracking purposes