How to Add an Employee 👨🏫
The users of the system are primarily your employees. Like clients, they have their own lifecycle. They start working (are added to the system), work (are active users), and leave the company (are archived).
To add users, there is a special "Invite" button on the control panel. This button is only available to users with administrator access or higher. When you click it, you need to enter the future employee's email address into the form and click the invite button. Sometimes this form contains a "team" field where the user needs to be assigned. More about teams.
💡 Important! Despite its apparent simplicity, in our experience, this step is prone to the highest number of human errors. People copy and paste, write addresses with errors, confuse emails from different email providers, mix up underscores and hyphens, and the confirmation emails do not reach them.
Be careful! The employee will receive an email similar to the one shown below.
They need to click the confirm button. Upon confirmation, the user will be automatically directed to a page where they will be prompted to enter and confirm their password. After this, the employee can log into the system independently using their login (email address) and password.
💡 Important! After sending the email, the account activation link is valid for three days. After that, the email will need to be resent from the user window.
