How to Setup and Edit Employee Accounts

Learn how to add a new employee and edit their account information.

Manage your employee’s accounts via the Employee Directory where you can activate and inactivate employee accounts and edit their personnel details.

Under the Employee Directory, add new employees by entering their name, title, and email. They will receive an email to create their own log in.

After the employees are added, assign them to Locations and Departments (which will be linked to the appropriate manager(s) for directing notifications.) You may also assign them to a Training Checklist that corresponds to the position & role they are working toward.

User Licenses

Each active user requires a license. If you haven't activated your account yet, you'll need to do so before you can add additional users. Learn more about managing your subscription.

Editing Employee Information

How to add a new employee and edit their account information