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 > sectionEmployees inand the dashboard.

2. Clickclick on Add EmployeeEmployee. 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 accessclick on Add Employee to create the system.account.

Editing an Employee Account

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

1. Go toOn the Employeesame Managementpage, section.

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

   update
and

3. Clickclick EditEdit.  next to their name.

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

   permissions
and

5. Clickclick Save Changes to apply the changes.

Best

IP PracticesWhitelist for- ManagingRestrict Employeeemployee Accounts

• Assign roles based on job responsibilitieslogins to ensurea appropriatespecific IP address. Leave empty to allow access levels.from any location.

Batch

• access - Limit access to a specific batch. Leave empty to allow access to all batch templates.

  Change Password

  RegularlyA reviewpassword change requires the current password. If you do not have the old password, resetting it is not possible.

  Charges

  Each employee permissionsaccount toincurs maintainan security.additional cost of €20 excl. VAT per month.

 

• 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.