Admin: Corporate Office
Page: Employees > Dashboard
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.
Before you start adding employees, you need to create Roles with enabled permissions.
Read more: Assigning Employee Permission Roles.
What We’ll Cover
Employee profiles display on the page in a grid format. To find an employee added, enter their name or username in the Search Bar.
Added employee profiles feature the employee’s picture, display name or username, and primary/secondary Roles.
Adding a New Employee
Click the + New Employee button.
The New Employee pop-up window opens.
Enter a Username for the new employee.
Enter a Display Name.
Enter the employee’s Email Address.
In the Locations/Department dropdown, use the search bar to select a location or department.
Corporate is the default.
Enter a Password.
- One uppercase letter
- Minimum of 8 characters
- Maximum of 30 characters
- One number
Re-type the password in the Confirm Password field.
Select a Role.
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.
Click Save changes.
Editing a Profile
You can edit a profile by clicking the employee’s profile box.
Read more: Editing an Employee’s Profile
To add an employee to the Web Office Admin, the employee must log in with the credentials you just created in Corporate Office.
The system adds the employee to the Users and Role page under the USERS tab and assigns the Standard User Role. Standard User has no permissions by default.
Important: The new employee won’t appear in Web Office Admin until they log in with their credentials.
Read more: Managing Web Office Users and Roles.