Manage Employees
Tools>Employees>Manage Employees
Inside "Manage Employees", you can manage Administrative permissions.
Actions you can do inside your "Manage Employee" page:
✅ Edit Permissions
✅ Impersonate
✅ Create Employees
Edit Permission
Select the employee
Open the dropdown menu
Select Edit Permission
Click on the Go button
Complete and submit the form
Activate Employee
Select the employee
Open the dropdown menu
Select Activate employee
Click on the Go button.
Deactivate Employee
Select the employee
Open the dropdown menu
Select Deactivate employee
Click on the Go button.
Reset Email and Password
If one of your employees forgot their password, you could send them new login information.
Select the employee
Open the dropdown menu
Select Reset Email and Password
Click on the Go button.
After you click on the go button, your employee will receive an email with their new login information.
Reset Dashboard
Select the employee
Open the dropdown menu.
Select Reset Dashboard
Click on the Go button.
Copy Dashboard
Select the employee
Open the dropdown menu.
Select Reset Dashboard
Click on the Go button.
Clear Commission Structures
Select the employee
Open the dropdown menu.
Select Clear Commission Structures
Click on the Go button.
Add Commission Structures
Select the employee
Open the dropdown menu.
Select Add Commission Structures
Click on the Go button.
Select the commission structures you wish to add and then click on the submit button
Remove Commission Structure
Select the employee
Open the dropdown menu.
Select Remove Commission Structures
Click on the Go button.
Select the commission structures you wish to remove and then click on the submit button
Set Primary Region
Select the employee
Open the dropdown menu.
Select Set Primary Region
Click on the Go button.
Select the primary region and then click on the submit button
Impersonate
Select the employee
Open the dropdown menu.
Select impersonate
Click on the Go button.
To stop impersonating, click on the red ninja icon on the top right of your screen and then click on "Stop impersonating"
Copy permissions from employees
Select the employee
Open the dropdown menu.
Select "Copy permissions from employees"
Click on the Go button.
Create Employees
Click on the create button.
Please note that the "Create" button will not be displayed on the screen while you have any employee selected.
Complete and submit the form
Edit Employee information
Click on the employee name
Make your changes
Click on the submit button
