The Dashboard or System Users page is where you can view, search, and edit existing profiles and add new profiles for your corporate employees.
What We’ll Cover
- Finding the Page
- Employee Profiles
- Adding a New Employee
- Editing an Employee’s Profile
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 an Employee’s Profile
When you click an employee’s profile box, the Employee Detail pop-up will open where you can edit their username, password, roles, and personal details.
Editing the Username
You’ll notice, in the pop-up, that the Username field doesn’t allow you to edit the employee’s username.
If you’d like to update the employee’s username, you’ll have to delete their profile and create a new profile.
Changing a Password
If an employee has forgotten their password and can’t login to change it themselves, they’ll need to make a request to another employee (with the proper permissions) to change your password for them.
To change an employee’s password:
Click to Change Password.
Confirm the new password in the pop-up.
Deleting an Employee Profile
In the Employee Detail pop-up window, click the Delete button to remove an employee’s profile from the system.
Adding or Editing an Employee Profile Picture
Employees have to login to Corporate Office with the credentials you created to add/edit their profile picture.
Learn more: Updating Your Employee Profile