Managing Employees
Add team members and manage their access and assignments
Employees are your team members. Track their details, assign them to jobs, and manage their access to the system.
Adding an Employee
- 1 Navigate to Contacts → Employees
- 2 Click Add Employee
- 3 Enter their personal details
- 4 Set their role and permissions
- 5 Invite them to create a user account (optional)
- 6 Click Save
User Accounts
Employees can be linked to user accounts, giving them access to log in and use the system.
Employee Roles
Admin
Full access
Can manage all settings, users, and data
Manager
Team management
Can create jobs, manage team, view reports
Engineer
Field worker
Can view assigned jobs, track time, use engineer diary