Employee Management

Employee Management

Add employee accounts so team members can access your company’s data and projects.

Accessing employee management

1. Click Settings in the navigation menu
2. Click the Employees tab
3. The employee creation form displays

Administrator access is required to add employees.

Adding an employee

1. In the Employees tab, fill in the employee details:

   • Primary contact email - Employee’s email address (used for login)
   • First name - Employee’s first name
   • Last name - Employee’s last name
   • Password - Initial password for the account (8-72 characters)

2. Click Add Employee

3. The employee account is created

4. The employee receives access to the company

Employee details

Primary contact email

• Must be unique
• Used as the login username
• Cannot be changed after creation

Password requirements

• Minimum 8 characters
• Maximum 72 characters
• Employee should change this after first login

After creating an employee

Once created:

• The employee can log in with their email and password
• They have access to company projects and data
• They should change their password after first login

Troubleshooting

Primary contact email already exists error

• This email is already in use
• Check if the employee already has an account
• Use a different email address

Can’t create employee

• Check you have administrator permissions
• Verify all required fields are filled
• Ensure password meets requirements (8-72 characters)
• Check for error messages on specific fields

Employee can’t log in

• Verify you clicked "Add Employee" and saw success message
• Check the email address is correct
• Ensure they’re using the password you provided
• Try resetting the password

Form not clearing after creation

• If form doesn’t clear, the creation may have failed
• Check for error messages
• Refresh the page and try again