Creating Employee Admin Users

Employees are the Admin users. Each employee is granted access to Admin areas based on their “Role”. Roles are related to the position an employee has within your company (such as Customer Service Representative, Sales Manager, etc.). Each Role is assigned various permissions that allow access to only the Admins areas relevant to an employee’s Role.

Create and Assign Roles

Admin: Corporate Admin
Page: Employees > Roles
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Employees/Roles
Permission: ViewEmployee

The Roles page is where you view and assign permissions to employee Roles or the position an employee has within your company (such as Customer Service Representative, Sales Manager, etc.). Using Roles allows you to tailor employee access to certain parts of the Corporate Admin. By default, you have a handful of pre-built Roles: Customer Service, Full Access, and Warehouse Manager, and Standard User.

To add a role:

  1. Click Add Role.

    The Role pop-up window opens.

  2. In the pop-up, enter a Name.

  3. Type a Description of the user role within the company.

    Such as Customer Service, Warehouse Manager, Standard User, etc.

  4. Enable the relevant Permissions.

    Permissions
  5. Click Save changes.

Added Roles are sorted in a table that previews the Role’s name, Description, and enabled Rights/permissions.

Roles list

Read more: Assigning Employee Corporate Admin Permission Roles

Add Employee Profiles

Admin: Corporate Admin
Page: Employees > Dashboard
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Employees/Dashboard
Permission: ViewEmployee()

Adding an employee profile involves assigning a username and password the employee uses to login to the Admins and assigning their specific Role within the company. Roles have selected permissions that grant access to different areas of the Admins.

To add a profile:

  1. Click the + New Employee button.

    + New Employee button

    The New Employee pop-up window opens.

    New Employee pop-up window
  2. Enter a Username for the new employee.

  3. Enter a Display Name.

  4. Enter the employee’s Email Address.

  5. In the Locations/Department dropdown, use the search bar to select a location or department.

    Corporate is the default.

  6. Enter a Password.

    Password requirements:

    • One uppercase letter
    • Minimum of 8 characters
    • Maximum of 30 characters
    • One number
  7. Re-type the password in the Confirm Password field.

  8. Select a Role.

  9. Select a Secondary Role.

    Note: Secondary Role may or may not match Primary Role. The system grants access to the combination of the selected Roles’ permissions. If the employee has no secondary role in the company, then the Primary Role and Secondary Role selection should match.

  10. Click Save changes.

Read more: Adding Employee Profiles

First Login Process

The login created for the employee in Corporate Admin becomes their master login for the Platform.

  1. Provide the employee their credentials.
  2. The employee must log in to Web Office Admin.

When the employee logs in to Web Office Admin, it adds their profile to CloudSpark. At first they won’t be able to do much becauses, although they have permissions in Corporate Admin, they don’t have any assigned for Web Office Admin.

Continue to the next section to learn how to assign the employe a Web Office Admin role.

Create and Assign Web Office Admin Roles

Admin: Web Office Admin
Page: Administration > Users and Roles
URL: [CLIENTID].admin.directscale.com/#/Users
Role: Administrator

Administrators can create Roles and manage employee permissions to use or view specific tools. You can assign Roles to individual employees.

Creating a New Role

  1. Click the ROLES tab.

    Roles Tab
  2. Click the Add Role button.

    Add Role button

    The Add Role pop-up window opens.

    Add Role pop-up window
  3. Give the Role a name.

  4. Add a Description.

  5. Select which Permissions will apply to the Role.

    Permissions Checkboxes

    All the available Admin pages are listed.

    • View allows the employee to view the page but not edit it.
    • Edit gives the employee access to view and edit the page.
  6. Click SAVE.

The new Role shows on the Role tab, and you can assign the Role to employees.

Assigning a Role to an Employee

  1. Select the USERS tab.

  2. Click the Edit icon next to the employee you want to assign a Role.

    Edit icon

    The Edit User pop-up window opens.

    Edit User pop-up window
  3. Select the appropriate Role for the employee.

    You may need to create a new Role first.

  4. Enter the employee’s First and Last Name.

    Important: The configuration won’t save unless you enter the First and Last Name.

  5. Modify the Username if necessary.

  6. Click SAVE.

Read more: Managing Admin Users and Roles

The Employee Updates Their Profile

Admin: Corporate Admin
Page: Click your username > My Profile
URL: [CLIENTID].corpadmin.directscale.com/Corporate/UserProfile

  1. In the top right corner of Corporate Admin, click your username.

    Your username
  2. In the menu, select My Profile.

    You’re now on the User Profile page.

Note: In Unified Admin, you can find your profile under the CorpAdmin module. Navigate to Employees > Your Profile.

Read more: Updating Your Employee Profile

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