Managing Employee Accounts

Employee accounts allow businesses to provide team members with access to essential tools and data within the system. With employee accounts, administrators can assign different roles and permissions to ensure secure and efficient workflow management.

Creating an Employee Account

To create an employee account, follow these steps:

1. Navigate to Settings >  section in the dashboard.

2. Click on Add Employee or Create New Account.

3. Enter the required details such as name, email, and role.

4. Set appropriate permissions based on the employee’s responsibilities.

5. Click Save to finalize the account creation.

6. The employee will receive an invitation email to set up their password and access the system.

Editing an Employee Account

If you need to update an employee’s details or permissions, follow these steps:

1. Go to the Employee Management section.

2. Locate the employee whose details need to be updated.

3. Click Edit next to their name.

4. Modify the required information such as name, role, or permissions.

5. Click Save to apply the changes.

Best Practices for Managing Employee Accounts

• Assign roles based on job responsibilities to ensure appropriate access levels.

• Regularly review employee permissions to maintain security.

• Disable accounts for employees who leave the company to prevent unauthorized access.

• Encourage employees to use strong passwords and enable two-factor authentication if available.

For further assistance, contact support or refer to the platform’s documentation.