Adding A User

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Step #1

Click here to reveal the “Users And Teams” sub-menu.


Step #2

Click here to add a new “User”.


Step #3

Click “Create User”


Step #4

Click Arrow Key To Select A “Team”


Step #5

Enter “Hourly Rate” (Optional)


Step #6

Enter ” First Name”


Step #7

Enter “Last Name”


Step #8

Select “Primary Role”


Step #9

Select “Existing Employee Profile”

Note: Employees are not paid users of the database. Any non-users of the database that need to be assigned training must be created as Employees here.


Step #10

Enter “Email Address”


Step #11

Enter “Phone Number”


Step #12

Select “Timezone”


Step #13

Enter “Notes”


Step #14

Click “Create User”


Step #15

Once a user is created, an Employee Profile is created and linked.

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