Managing Employees

As an Admin you can add, edit, and deactivate users. This can be done from the "Employees" section within the "Settings".

You can click "Add Employee" to add a new user, or you can click on any employee's name to edit that user. When adding a new employee you will at a minimum need to add their name, assign a role (User Roles Defined), email address (they will use this to log in), and a password (they will use this to log in). If you want this user to receive text notifications for tasks or jobs assigned to them then you will need to input the user's mobile number.

You have the option of adding this user to different lists within the system as well as restricting File Library tags, hiding menu items, and selecting what notifications they need to receive.

You will have to assign each user a password for them to log in. You can change this password at any time. 

The "Login Status" is set to "Active" by default. If you unclick it the user will not be able to log in to the system. 

* WE DO NOT RECOMMEND DELETING USERS - If you have an employee who no longer works for you, simply go to their employee record and deactivate them as a user (uncheck the "Login Status" so it doesn't say "Active"). By doing it this way instead of deleting the user you will still be able to see everything they did within the system (i.e. notes, opportunities, tasks, etc.). If you delete the user, places in the system will only show a blank user icon and will not have the user's name attached to it.