Adding Employees

Effectively managing your team of employees is crucial for the smooth operation of your business. In this guide, we'll walk you through the process of adding new employees to your system.

Step 1: Log in to the Admin Panel

• Begin by logging in to your Admin Panel using your credentials.

Step 2: Navigate to Users> Employees

• Within the 'Users' section, you will find the 'Employees' option. Click on it to access the 'Employees' page. 

Step 3: Add New Employee

• Within the 'Employees' page, you will find the 'Add New Employee' button. Click on it to access the employee creation interface.

Step 4: Fill in Basic Details

• Enter Basic Information: Complete the basic details fields with the information of your new employee. This includes fields for First Name, Last Name, and so on.
• Choose a Unique Username: Select a unique username for the new employee's account. This could be their First Name followed by Last Name or an email address. Ensure the username is distinct to facilitate employee identification and system access. For example, you can use the employee's email address as the username.
• Set a Password: Assign a password for the new employee's account. Choose a strong password that meets security requirements and guidelines 
  
• Confirm Password: Re-enter the password to confirm it and avoid any typos or errors. This step ensures that the password is accurately entered and matches the one initially set. 
  
• Activate or Deactivate: Use the 'Active' option to specify whether the user can log in and is currently active ('Yes') or if the user cannot log in and is inactive ('No').
  

Step 5: Select the Employee's Role 

• Super User: This role typically grants full access to the system, allowing the employee to perform a wide range of tasks and access various sections.
  
• Lead Manager: Employees with this role have access to all leads and customers in the CRM, making it suitable for those responsible for managing leads and customer relationships.
  
• Sales Person: Salespersons are given access to only their own leads and customers, limiting their visibility to their specific responsibilities.
• Include in Round Robin:  Utilize Round Robin's functionality to evenly distribute leads/notifications among your sales team. This promotes fairness and accountability within your sales team, optimizing lead management processes.
  
• Service Employee: This role is designed for employees who primarily manage service-related tasks and items.
  
• Does Deliveries: Checking this box will enable the employee to be assigned deliveries via the delivery reports.
  

Step 6: Fine-Tune Access (Optional)

• Fine-Tune Access: You have the option to further fine-tune the employee's access by using checkboxes under each relevant section. This allows you to customize the employee's permissions based on their specific role and responsibilities.

Step 7: Save and Confirm

• Once you've completed all the necessary fields and customized access as required, locate the 'UPDATE' button, typically found at the bottom of the page. Click on it to save the new employee's profile.