Manage Users and Employees

Create Users-

To create a new user, navigate to Admin --> Users.

Click the New button and fill in the required fields, noting the username and password for future reference.

Next, select the user's security group(s).

NOTE: Users without an email address won't be able to reset their own password and will need assistance from a Tenant Admin.

Tie Users to Employee Types-

To create a Customer Service Rep, Project Manager, Sales Representative or Service Provider, navigate to the Admin --> Employees page. Click the New button.

Not all of the fields are required on this page. When done entering in all of the employees information, click Save.