Adding an employee profile involves assigning a username and password that they’ll use to login to the admin, as well as assigning their specific role within the company. These roles have configured 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
Finding the Page
In Corporate Office, navigate to: Employees > Dashboard.
Employee profiles are displayed in the page in a grid format. To find an employee that’s been added, enter their name or username in the Search Bar.
Added employee profiles feature the employee’s picture, display name or username,and their primary/secondary roles.
Adding a New Employee
Click the + New Employee button to open the New Employee pop-up window.
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 selected by default.
Enter a Password.
Note: The password requirements are: UpperCase: 1, MinLength: 8, MaxLength: 30, Number: 1, Symbol: 0.
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 roles defined in the dropdowns. If no secondary role exists for the specified employee, Primary and Secondary Roles should match.
Click Save changes.
Editing a Profile
You can edit a profile by clicking the employee’s profile box.
Learn more in Editing an Employee’s Profile
To add a user to the Web Office Admin, the added employee simply needs to log in with the credentials you just created in Corporate Office.
This employee will be automatically added to the Users and Role page under the USERS tab, where they will automatically be assigned the Standard User role; by default, this role doesn’t have any permissions enabled.
Important: The new user created in Corporate Office will not appear with the Web Office Admin until they log in with their credentials.
Learn more in Managing Web Office Users and Roles.