Note: If you are a site license please make sure after you create a new member of staff to send your employee first login details to their email address, as this won't be sent automatically by the admin tool.
Add a user
To create a new user, follow the steps below:
Open the Admin Tool.
Click Add, then select Employee.
Fill in the user's details: name, job position, and site.
The login details automatically populate in the user details box.
Click Save.
🤓Tip: To view or manage your employee details follow the steps in the article.
Change display name
To change a user display name follow the steps:
Open the Admin Tool.
Click Employees then, search for and select the employee.
Scroll and go to the display name box on the right side to change
Click Save.
Archive a user
To make a user inactive follow the steps below:
Open the Admin Tool.
Click Employees then, search for and select the employee.
In the top right-hand corner, clear the green Active box.
Click Save.
Change a user's job position
To change a user's position, follow the steps below:
Open the Admin Tool.
Click Employees then, search for and select the employee.
In the Position box, type the full name of the job role and wait a few seconds for the system to display a drop-down list.
Select new position from the drop-down list.
Click Save.