Add and manage employees

Add an employee

1. 1

   Open Employees

   Go to Schedule, then Employees.

2. 2

   Choose Add Employee

   Enter the employee's real name, phone number, and work email. Use an address they can access.

3. 3

   Choose the right role

   Give field workers crew access. Only give office or financial access to people who need it.

4. 4

   Save and send the invitation

   Save the record, then confirm the employee receives the invitation and creates a password.

5. 5

   Test the account

   Ask the employee to sign in and confirm they can see the correct jobs or office tools.