Articles on the topic

• Employee card: roles, settings and access
• Employee work: requests, articles and quality control

Creating an employee

To create an employee, click Create New button in the upper right corner of the Settings - Employee management section.

You can create an employee in one of two ways: add or invite. The choice will open after clicking Create New:

Let's look at the nuances of both options below.

Create a user

This method is suitable for creating test accounts, as well as for cases when you need to set a specific login and password. When you choose this method of creating an employee, the following window opens:

1. Enter the user's first and last name.
2. Enter the user's email.
3. Enter the password. The password must contain at least 8 characters, including at least 1 uppercase letter and 1 digit.
4. Select the employee's role. More about roles.
5. Click Save to add the user to the system and go to their card to continue settings.

Invite a user

This method is recommended for the standard simple procedure of inviting new employees to the system. The employee receives a special invitation by email, follows the link and enters their own data and password.

When you choose this method of creating an employee, the following window opens:

You need to enter the user's email, select their role and click Send Invitation. The user will receive an invitation, and you will be taken to their card to continue settings.

Create AI agent

Will open a dialogue to choose the desired competency of AI agent