How to add an employee

By Jade Bachand (Unlicensed)
2 min

Here are the steps to follow to add an employee.

 

 

  1. Click on the Employees tab.

 

 

2. On the top left hand side, click on Add.



3. Fill in the necessary fields with accurate information and click on save.

  • The office license id is mandatory.

  • The email is mandatory.

  • The first name is mandatory.

  • The last name is mandatory.

  • The password is mandatory.

  • The password must be repeated.

  • The security question is mandatory.

  • The security answer is mandatory.



4. After adding the employee, go in your employees and open the Employee Profile.  On the top right hand side, click on View access.



5. Once you are in the User access, click on Edit.



6. On the left hand side, click on Add branch or Add all branches, and click on save.













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