Stop and review the following before manually adding an employee that is completing services in the field. Your CRM integration most likely supports the auto creation of users. This article should help guide you in knowing if your CRM supports the Auto-Creation of users. If you are unsure and need to validate this for your account, please don't hesitate to reach out to our support team.
If your CRM integration supports the Auto-creation of users it is HIGHLY recommended to rely on the automation. Users will get added on their own and you don't have to do it manually. This avoids errors in their account linking to their jobs completed services.
Users auto add if 2 things are true on the CRM side.
1) They have a unique email in their profile
2) They have started completing services on their own
3) Their first and last name fields are not empty
The timing for the account being set-up in Applause is at the time of their first service is completed that they they are assigned to and when the 3 items above are also true.
From home, navigate to your "company users" page.
1.) Click the +Add user button
2.) Enter the required info - first name, last name, and email (this is the email their username will be and the one their Applause invite will be sent to)
Add any optional info you would like - nicknames, job title, external ID, profile image
3.) Open the permissions drop down and assign them to an associated location by checking the box to that location (this is the location that they complete services under and where the integration to Applause and their jobs are set-up)
Keep their role as an "employee" this allows their account to just be able to log-in to the Applause mobile app
4.) Add their integration ID to the right of that location (this is the unique ID based on your CRM that brings over the completed job info)
This article will help you see what the Integration ID is depending on what CRM you use.
You can also reference what your CRM's ID is, by looking at another current user's ID to help you determine the ID of your new employee. You can reference this ID in another company user's profile in Applause or by going to that location and then selecting "location users" to see what your already active employees Integration ID's are.
If you are unsure what the integration ID field from your CRM is, please reach out to support to verify that for you. Without this, the automation of an Applause request will not go out for any of this employee's completed services from the CRM.