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Adding an employee to your business

  1. Go to Employees/Resources in side menu

  2. Click ADD at the bottom of the page

  3. Defaults to “Employee”

  4. Defaults to “New” (use “Existing” if employee is from another one of your Urable businesses)

  5. Enter employee name and email (these are required fields)

  6. Can also enter contact information

  7. Select a “Role” (Level 1, 2, 3 or Admin)

  8. Once you save (green checkmark) it will trigger an email to be sent to this employee

  9. The employee will then select a password and finish setting up their account

  10. The employee can then login to Urable:

    1. In the app

      1. App Store (IOS)

      2. Google Play Store (Android)

    2. On a computer/browser (app.urable.com)

*NOTE:

  • the employee will have 30 minutes to set up their password once they receive the email. If the email times out, they can just click "Forgot Password" and it will trigger another email to be sent to them

  • if the employee cannot locate the email, they can go to the Urable login and click "Forgot Password"

  • in Preferences > Permissions make sure you have your permissions set the way you like for each role/level of employee

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