Employees and how to add them

💡 The “Employees” section is a crucial component of the “My Agency” section, and it is designed to help you manage your employees effectively.

With this section, you can keep track of all the employees within your company, assign tasks to each, and create reports based on their performance. By utilizing this section, you can manage your employees and keep an overview of each individual, the businesses they are connected to, and their level of access.

Step-by-Step Guide:

Step 1. Log in to your account and go to the left hand side bar.

Step 2. Click on “My Agency,” where you will find the “Employees” folder.

Step 3. Click on the “Employees” folder to access the employee management page.

Step 4. Here, you will see the list of all your employees if you are the account manager, or the members of your team if you are a team member. If you have permissions to add new employees, as the account manager or team leader, you will also see an “Add” button.

Step 5. To add a new employee, click on the “Add” button and fill in their name, last name, email, and password.

Step 6. Once the new employee accesses their profile, they will be able to change their password.

Step 7. Create the new employee’s profile by clicking “Save.”

Step 8. Repeat steps 5-7 for each additional employee you would like to add.

With these simple steps, you can easily manage your employees, assign tasks, and create performance reports. This guide will help you streamline the process and ensure that your employees have the necessary access to perform their tasks effectively.