How to add new Employees

Introduction

Adding new employees to the platform allows your team to collaborate effectively on tasks, tickets, and other platform features. Follow these steps to create employee accounts, send invitations, and assign roles for proper access management.

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Step-by-Step Instructions

1. Creating a New Employee

1. Select MY COMPANY from the side menu.
2. Click on the Employees tab.
3. Click +ADD EMPLOYEE.
4. In the form, add the employee’s name and email address.
5. Click +CREATE to finalize the creation.

2. Sending Out the Invitation

To allow new employees to access the platform, they need to receive an invitation email with their credentials.

• Automatic Invitation: The system can send the email automatically when the account is created.
• Manual Invitation: You can choose to send the invitation manually at a later time.

3. Adding Additional Information

Once the account has been created, you can add more details, such as:

• Telephone numbers.
• Date of birth.
• Other relevant employee data.

Employees can also edit this information themselves once they log in.

4. Assigning Roles

Only administrators can assign roles to employees. Roles determine the level of access and authority employees have within the platform.

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Tips

• Regularly review employee roles to ensure they align with your organizational structure.
• For more details on employee roles and permissions, read the article Employee Roles (article).

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Visual Aids