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
To add a new employee, click the + New Employee button.
Step-by-step guide: How to Add a New Employee
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 and Password
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.
To change an employee’s password, click to Change Password.
A pop-up will open where you can enter and confirm the new password.
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.
Step-by-step guide: How to Update an Employee Profile