Adding Employees (Admin Users)

Admin: Corporate Admin
Page: 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.

Before you start adding employees, you need to create Roles with enabled permissions.

Read more: Assigning Employee Permission Roles.

Employee Profiles

Added employee profiles

Employee profiles display on the page in a grid format. To find an employee added, enter their name or username in the Search Bar.

Employee profile box

Added employee profiles feature the employee’s picture, display name or username, and primary/secondary Roles.

Adding a New Employee

  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.

Editing a Profile

You can edit a profile by clicking the employee’s profile box.

Read more: Editing an Employee’s Profile

Next Steps

  1. To complete the process of adding an employee/Admin user, the employee must log in with the credentials to Web Office Admin ([CLIENTID]
  2. 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.
  3. Read more in Managing Web Office Users and Roles.

Important: The new employee won’t appear in Web Office Admin until they log in with their credentials.

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