How do I add a new employee?

To create a new employee profile:

  1. On the sidebar, go to Employees and click “+ New Employee” located at the top right area of the screen. Alternatively, you can also click the “+” next to the Employees tab in the sidebar for a quick shortcut.

  2. Input Employee information. IMPORTANT: Make sure you have the employee's address, email address, and phone number as these details are required to complete the profile. 

  3. Next, go to the security tab within the employee profile and add a username and password to the account and make sure to click either the "Email Credentials" button or the "Text (SMS) Credentials" button to send it to the employee.

  4. Click “Save”.