In the Settings - Employee Management section, you can create an employee, change employee settings, add or change employee rights, role, or skills.

More about employee rights and roles can be read here.
About working with skills, you can read here.

The basis of the section is the list of employees. On the left of the list are filters that can display the list according to given criteria.

Creating an Employee

To create an employee, click in the upper right corner of the Settings - Employee Management section.

An employee can be created in one of two ways: add or invite. The choice will open after clicking on Create:

Below, we will look at the nuances of both options.

Create User

This method is suitable for creating test accounts, as well as for cases when you need to set a specific username and password. With 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, among them must be at least 1 uppercase letter and 1 digit.
4. Choose the employee's role. More about roles.
5. Click to add the user to the system and go to their card for further settings.

Invite User

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

With this method of creating an employee, the following window opens:

You need to enter the user's email, choose their role, and click . The employee will receive an invitation, and you will be in their card for further settings.