Set up a New User/ Employee and Inactivate an Employee

To add new users, go to Utilities, Security

1. First tab on Left, Create A User – Type in email address (user name) and name.   Create.  

2. Click on User Roles – assign a user role to the user you just created. Fill in their name under Common Name on the right.  Assign Pin number if used. Save. 

3. To create a new Role, since you might not want all staff to be an administrator, Click on Roles. Click New and fill in the Role Name. Below that, click in the boxes to give “permissions/access” to the various sections of the software. Save.  

How to Inactivate an Employee

Go to Security and User Roles.

Pull up the Employee Email Address.

Check off Inactive and Save.

If the Employee tries to login, they will see this: