Create Employees and Set Up Login
How to Create Employees and Give Login
There are two ways to add employees in the system:
Method 1: Convert a Member to an Employee
-
Go to Dashboard → Members & Staff → Members
-
Click New Member in the top-right corner
-
Fill in all the member information
-
Once created, go to the member profile
-
Click the three dots in the top-right corner
-
Select Convert to Employee
The member is now an employee in the system
Method 2: Create an Employee Directly
-
Go to Members & Staff → Staff / Employees
-
Click New Employee in the top-right corner
-
Fill in the employee information
-
Click Create
The employee is now added
Set Up Employee Login
-
Go to the employee profile
-
Click the three dots in the top-right corner
-
Select Reset Password
-
A new password will be sent to the employee’s email
-
The employee can log in using their email and password, and change it afterward if needed