Overview

This article will outline the steps required to setup a new employee.

It assumes that you have already successfully logged into the Admin Portal.

Add Employee

In the left navigation, click Manage → Employees. Below is a sample of what you should see.

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Notice the “Add New Employee” section at the bottom of the page. This is where you will enter the employee’s basic details.

For the sake of this demonstration, the employee name will be Richard Beretta. Once you’ve submitted the form you’ll see your employee in the list. Below is a sample of what you’ll see after you’ve submitted.

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Click on the newly created employee, and you’ll be taken to a form where you an fill out all additional details.

Associated Accounts

In certain situations, you may wish to keep the entirety of your account list confidential. You may not want all of your employees to be aware of all of your accounts. The “Associated Accounts” dropdown allows you to select which accounts this particular employee has access to.

For example, if you select the account “Glock Warehouse” in this dropdown, when RBRETTA fills out reports, he will only see “Glock Warehouse” in his list of account options.

• ReferenceCreating Accounts in the Admin Portalto learn how to create an account.

• Reference Associating Employees and Accounts for more information on account and employee association.