Knowledge Base

Add / Edit Employees

In order to add / edit employees in the system, we'll use the Add / Edit Employee selection from the left hand module menu.  This is where you will input all of the users of the system, and assign ranks / titles / groups and permission levels. To begin, start by clicking on Employees in the menu bar.




Next we'll click on add /edit Employees. From here, you'll be presented with a table view of all of the employees that have already been entered into the system.




In order to add a new employee, click the button + Add User. If you only want to edit the details of an employee already entered into the system, you would simply click the Edit button next to their name, designated by a blue pencil. You can also *Delete an employee from the system as well by clicking the red trash can.






After clicking + Add User, we'll see the Add Employee Form. This is where you enter all pertinent information for this employee; including Name, Lists, Group assignments, Specialty Classifications, and preferred Contact methods / numbers. 





The Add Employee Form has different tabs such as Employee Details and Contact Info in which employee information is placed into the system. You will want to fill out as much of this as possible, however the individual employee will be able to edit their profile on their own later on.


When you are finished entering the information for the Employee, you'll click the Save button.

* If you DELETE an employee, all historical data will be lost. Deleted data can not be recovered.  Before you DELETE be sure that you no longer will need access to any historical data regarding that employee!

Note: You can only import up to the maximum amount of Active licensed users you have purchased.



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