To add employees to the system, go to Settings → Employees.
There are two ways how to add employee:
1) Add an employee manually
Click the blue Add employee button in the top-right corner.
In the form that opens, the First name and Last name fields are mandatory. You can also enter additional information such as Personal code, Department, Export code, etc.
If the employee will use the mobile app or log in to the system, you must add an email address or phone number under Employee login.
If you add both, the employee will be able to log in using either the email address or the phone number.
1.1. If you add an email address:
Click Send invite next to the Save changes button before saving the information. An invitation email will be sent to the employee, and they will be able to set their own password.
1.2. If you add a phone number:
You must create a password for the employee and provide it to them.
NB! The email address must be entered exactly as the employee will use it. If you enter the email starting with a lowercase or uppercase letter, the employee must type it in the same way when logging in to the mobile app.
2) Import employees from a file
You can also upload multiple employees at once using Import employees.
Instructions for this process are written down.
Editing employee data
Once employees are added, you can update their data and settings.
Click the three dots on the right side next to the employee’s Identifier and select Edit to view and modify their information.
You can also open an employee’s details by double-clicking the employee’s name.
Remember to save changes on each page of the Employee settings.
When you are finished, close the window by clicking the X in the top-right corner.