How to add an employee: Difference between revisions
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You can add a new employee to your account by clicking on '''New employee''' in the '''Employees''' section: | |||
*Complete the new employee form by entering their details and email address. | |||
*An invitation will be sent to the employee’s email address. The invitation contains an activation link that the employee must click on. | |||
*In the final step of the registration process, the employee must create a username and password to access the account. | |||
*From then on, the employee uses their chosen username and password to log in. | |||
== Important == | |||
By default, the '''Primary account admin''' and '''Administrator''' have the right to add employees to an account. | By default, the '''Primary account admin''' and '''Administrator''' have the right to add employees to an account. | ||
Any employee can also be granted rights to add employees. To do this, you must enable the [[Employee can add new employees, convert contacts into employees, and edit existing employees in their group | corresponding setting]] in their card. | Any employee can also be granted rights to add employees. To do this, you must enable the [[Employee can add new employees, convert contacts into employees, and edit existing employees in their group | corresponding setting]] in their card. | ||
Revision as of 08:39, 11 June 2025
You can add a new employee to your account by clicking on New employee in the Employees section:
- Complete the new employee form by entering their details and email address.
- An invitation will be sent to the employee’s email address. The invitation contains an activation link that the employee must click on.
- In the final step of the registration process, the employee must create a username and password to access the account.
- From then on, the employee uses their chosen username and password to log in.
Important
By default, the Primary account admin and Administrator have the right to add employees to an account. Any employee can also be granted rights to add employees. To do this, you must enable the corresponding setting in their card. Then, this user will be able to add new employees and edit existing ones in the groups they belong to.