To add new employees to your SA account, follow these steps:
- Go to Team > Employees.
- Click Add Employee.
- On the Personal Information tab, modify the Employee Details and Resource Tags sections.
- Use the User Settings tab to designate whether or not the Employee will be an SA User. If you select Full User or Mobile Only User on the User Type dropdown list, you must assign a User Role and create a Password.
- Update additional details as needed.
- Click Save.
Best Practices for Employee Accounts
When you create a new Employee account, we recommend that you always select these three options on the User Settings tab regardless of whether or not the Employee is actually an SA user:
Both Show in Selection Lists and Show in Calendar List must be selected in order to assign Jobs to Resources. Otherwise, you will not see the Employee's name in the dropdown lists where you would select a Resource. Field Time Clock would allow another user, such as a team lead, to clock this Employee in or out for the day or for assigned Jobs.
Selecting all three will not do any harm, even if you are not using the mobile apps right away. This way, all your Employees can be set up when you're ready to start dispatching Jobs and working them on one of our mobile apps.