Knowledgebase
Adding Staff to Job-Dox
Posted by Mark Zedwick on 27 September 2016 02:09 PM

 

How-To:

Add and Employee to your Job-Dox system.

Description:

Whether you are just getting started or adding newly hired employees, they will need access to your Job-Dox system to record events and stay up to date with what's going on in your company. Special attention should be paid here in that adding employees to the system will affect your account and additional charges may apply. Please contact your sales representative or send an email sales@job-dox.com if you have any questions.

Process:

  1. Click on the Users icon in the menu bar at the top right. If this icon is not visible, try switching to a device with a larger screen, or click on the menu bottom in the top-right corner.
  2. Click on the Add User button near the top left, and fill out the form.You must specify a first and last name, an email address and what office this staff member is assigned to.
  3. After you click "Save", and email confirmation will be sent to your new employee, welcoming them to the system. This email will have their first password in it.

Validate:

Your new employee should be immediately available in the list of employees. You can click on them to see the details you've already entered, as well as make changes, correct mistakes, or reset the password again. Also make sure that your employee received the invitation email and that any spam filters you may have in place didn't interfere with the reception of that email.

Related Reading:

See "Getting Started with your new account".

 

 

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