Open “Company Management”

  • Go to the “Users” tab
  • On the right side of the shaded Search Users & Employees box, click on “Add Employee / Actions”
  • Select “Add Employee” and fill in the employee information.
  • Once you have selected “Create Employee”, employee will receive an email providing password and login instructions.

Possible Additional Steps:

After an Employee is created they will be visible in the “Users” tab.  At this point you can select the “Edit” button next their name and assign their “Access Level” for both the company and for each Team that has been created.  In addition, you can assign the Employee to a single Cost Center.

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