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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

  1. Go to Dashboard → Members & Staff → Members

  2. Click New Member in the top-right corner

  3. Fill in all the member information

  4. Once created, go to the member profile

  5. Click the three dots in the top-right corner

  6. Select Convert to Employee
     The member is now an employee in the system

Method 2: Create an Employee Directly

  1. Go to Members & Staff → Staff / Employees

  2. Click New Employee in the top-right corner

  3. Fill in the employee information

  4. Click Create
     The employee is now added

Set Up Employee Login

  1. Go to the employee profile

  2. Click the three dots in the top-right corner

  3. Select Reset Password

  4. A new password will be sent to the employee’s email

  5. The employee can log in using their email and password, and change it afterward if needed