Did you know there are two types of employees you can add to your database?
Standard Employee: Does not have access to the platform/database.
User: Does have access to the platform/database.
Items can be assigned and tracked for both employee types.
Steps to adding Employees and Users
Using the Navigation sidebar on the left.
Add Employees (Standard and/or User)
Click the Administration module.
Click on Company Lists.
Click on Employees.
Add a Standard Employee (no access to data)
Click Create New at the top right.
Enter the First and Last name of the employee you are adding.
Click Save at the bottom right.
Add a User (access to data),
Click Create New at the top right.
Enter the First and Last name of the user you are adding.
Add the User’s email address (must be unique).
Click Create User Account at the bottom.
Click Yes in the User Account Administration pop up window.
Click the box next to “Cloud”, to give User Access to the newly created User.
Create a Password.
Confirm the Password.
Select the box next to the Role you wish to give the User.
Click Save at the bottom right.
All users will appear with a red icon. |  |