Adding Employees

New employee/user setup.

1. In ‘Administration’ select the ‘User Accounts’ tab from the ‘General: section’.

2. Click the ‘Add User’ button.

3. Use the guided screens to set up the new employee. Explanations of the User Management tabs are provided here.

   1. Employee numbers: Must be unique in the database, they cannot be reused in the application. These should match payroll/cost accounting.

   2. Emails: Emails are required for all employees. If the employee does not have an email address anything can be entered in this field as long as it is unique.

   3. Temporary Passwords: The blue ‘Set temporary password’ button needs to be clicked to save the password. Clicking ‘Save & Exit,' or 'Save & Refresh,' will not save the temporary password.

      1. If a temporary password is not set: upon first login to the software, the employee would enter their email and click 'forgot password’ to set up a password of their own discretion.

4. Click on 'Save & Exit'