Customer Portal - Add an Employee to a Company

1. Navigate to  "Employees"

   To add an "Employee" in the customer portal, you will want to log into the customer portal and navigate to the "Employees" section. In order to access and update "Employees" you will need to be set up as a "companyAdmin".

   

2. Click the "Add Employee" button

   To add an employee to the company account, click the "Add Employee" button.

   

3. Fill in the fields

   Fill in the "Username" which is the user's email address. Other fields such as First Name, Last Name, and Phone are optional.

   

4. Click the "Add" button

   Click the "Add" button to add the employee. Once you click the add button, an activation email is sent to the employee.

   

5. Go to the employee's details screen

   This employee will now be added to the list. You can add more details and update their profile by going into the employee's details screen. To do this, click the more details icon.

   

6. Fill in any additional information

   On the details screen, fill in any additional fields that you wish to update. Next, we will need to assign permissions to this employee.

   

7. Select permissions to assign

   The last section on the screen contains the "Permissions" list. Select the desired permissions for this employee.

   

8. Click the "Notifications" tab

   You can also set up what kind of notifications this employee will receive. To do this, click the "Notifications" tab.

   

9. Check boxes to assign notifications

   Then, simply check the desired boxes to assign notifications to this employee and they will receive email notifications.