Client Help: How to add an employee

1. From the navigation bar on the left hand side go to the employees tab 
2. Click invite employee.
3. Enter their first name, last name, and email address.
4. Click the role you would like them to be assigned to. 
   1. 1. Roles allow clients to limit permissions for employees. To add roles please see the Roles section.
         
5. Click invite.
   1. The employee will get an email with their temporary password to sign in. 
6. If you assigned the employee a role where “view locations tab” was selected as a permission you will need to go into their profile (once invited)
   
   1. Click the locations menu. 
      
   2. Click the location(s) you would like to assign them too. 
      
   3. Click Save 
   
   Watch the help video here: