How to Add a New Employee (User)

In this article, you'll learn how to add a new employee to your system.

Step 1: Navigate to Settings.

Step 2: Select Employees Add new employee.

Step 3: If you've reached your user limit, agree to upgrade.

Step 4: Choose the location you want to assign to the new employee.

Step 5: Input the employee's first name, last name, and email address.

Step 6: Enter the employee's phone number for text message notifications.

Step 7: Select the employee's user role.

Step 8: If the employee is a commission employee, assign their commission.

Step 9: Input the employee's home address or the company address.

Step 10: Send a confirmation email. This is a crucial step.

Step 11: Click the Save button to finalize the process.

And that's it! You've successfully added a new employee.