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After the blank employee card loads, you will want to fill out the card with the employees information. This will include the employee's first name, last name, phone number, and a unique email address that they will log in with. Additionally, you will want to select the location(s) that the employee will be working at.
IMPORTANT NOTE - The email address entered here is used for login purposes. All employees must have a unique email/login ID. DO NOT use the location email address for the employee email. If employees do not have a unique company email address, you can simply create a mock email address that will be used for login purposes only.
Use the employee first initial, last name and then @company-email-signature. For example - jsmith@abcstorage.com
Note: By default, the newly created employee will be under the role "employee", which has the most limited rights. There are a few different roles you can use to provide the employee with the appropriate amount of rights:
a. Manager - this role is typically assigned for District or Regional Managers. This role will be able to create new employees, and have additional rights to grading. In order to create them, just click the "manager" tab on the "Role Assignment" box, and add the locations that the manager will manage.
b. Administrator - this role will have full access to the WebAPP, including the advanced dashboard. Keep in mind, if you set these users rights as an administrator, they will have the same rights as you do!
c. Agent - this role is for the Call Center Module. The employee will log in and be directed to the Agent Dashboard (see call center guide)
d. Evaluator - this role will have the ability to grade calls and make changes to the gradesheets, but will not have access to daily operations or the advanced dashboard
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Once you have finished filling out the employee card and assigning the appropriate locations that the employee will be working at, you just click the "Save" button located below the blue "Roll Assignment" box. Your new employee has now been created! NOTE: Make sure to hit "edit" to go back into the employee record to set the password, so that the employee can log back in to the webapp.