Adding employees
Bill Arconati avatar
Written by Bill Arconati
Updated over a week ago

You must be logged in as an administrator via the web app to add an employee to the system. You cannot add employees through the mobile app.

You can create a login for each of your employees so they can see the visits they're assigned to and submit their time. To add a new employee:

  1. Login to your account as an administrator and access the the manage employees screen.

  2. Click the “add employee” button in the upper right hand corner of the screen to launch the "add employee" dialog.

  3. Enter the employee’s name and contact information.

  4. Enter the employee's password.

  5. Keep the “goes on jobs” box checked if this is an employee who you send out on jobs. (Typically you would only un-check this box for administrative office employees).

  6. Check the “driver” box if the employee is licensed to drive on job runs. This helps you ensure there's always a licensed driver assigned to each job run.

  7. Keep the "Send welcome email?" box checked if you want them to receive an email with login instructions.

When you click the "Create" button the employee will then be added to the system. If you've kept the "Send welcome email?" box checked, the employee will receive an email with login instructions.

Let your employee know they've been added

If you un-ticked the "Send welcome email?" box, you can send them a welcome email later. Alternatively they can reset their password themselves by clicking the "forgot password" link on the login screen and following the instructions.

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