Before creating a username for each employee, each employee must have a unique email address. (*Note: The software goes by user emails. If an employee forgets their password and they click on the Forgot Password link on the login screen, they will be sent an email with a link to click on to reset their password. If you have more than one employee with the same address, the system won’t know which user’s password to change.)
You can create a new user by going to Admin-People-Employees. From here, click + New Employee. You want to complete their first name, last name, email address, main phone number, username (we recommend the same as their email so it will be unique) and what role (refer to our User Role document to see what each role can accomplish) they will be acquiring. To edit their username, just click the Edit button next to the username field.
You will also need to complete the required fields within the Contact Information section.
Once you click Save, the employee/user will now receive an email with a link to click on. This link will allow them to set their password and will expire after 24 hours.
If the link expires, the user can always click Forgot Password from the login screen , enter their username, click Request Password Reset and receive another link to reset their password.
Need further assistance? Click Here and one of our support team members will be glad to assist you. Or, click the chat feature to the bottom right of the screen to instantly chat with a support team member.