Adding a new employee
Before you add a new employee, it is important that you understand the different user roles and security settings. For the Delta interface, you should also understand certain Delta permissions.
The steps to add a new employee differ from Alpha and Delta. Click the appropriate accordion below to view the correct steps.
Browse relevant employee management articles.
To add a new employee in Delta, follow these steps:
- Go to Settings > Employees > Manage Employees.
- Click the green Action icon at the bottom right.
- Populate the fields.
- First Name
- Last Name
- Email: The user email is the primary identifier of the employee and it is used as a login name.
- Password: Set a first-time password that the user can change once logged in.
- Company: Тhe company you choose from the Company dropdown menu will set a default on the employee. When the employee creates a product, order or PO, it will default o the company selected here.
- Security Template: If applicable, select a template from the dropdown menu.
- Click Add.
- An Employee Details page is created. From this page, you can view and edit the settings for this employee.
To add a new employee in Alpha, follow these steps:
- Go the the Employees tab > Add New Employee.
- Populate the fields.
- Email: The user email is the primary identifier of the employee and it is used as a login name.
- Password: Set a first-time password that the user can change once logged in.
- First Name
- Last Name
- Company: Тhe company you choose from the Company dropdown menu will set a default on the employee. When the employee creates a product, order or PO, it will default o the company selected here.
- If applicable, select another user from the Copy security from dropdown menu to copy the chosen user’s security credentials to the new employee.
- Check Send welcome email to send the employee an automated welcome email.
- Click Create Employee.
- An Employee Details page is created. From this page, you can view and edit the settings for this employee.
Understanding the Employee Details page
The Employee Details page is automatically created once you add a new employee. This is the page where you can view or edit information, like:
- Password
- Supervisor
- Default Company
These are just a few of the items you can edit. You perform actions, like:
- Viewing the change log
- Configuring Google two-factor authentication (2FA) in Delta and Alpha
- Editing permissions in Delta
- Editing security in Alpha
You can do all this, and more.
The steps to access the Employee Details page are slightly different in Delta and Alpha. Click the appropriate accordion below.
To view your Employee Details page in Delta:
- Go to Settings > Employees > Manage Employees.
- Optional: From this page, you can check an employee and select Delete from the Action menu to delete the employee. You can also Export by clicking the Export icon above the Action menu. Show me where.
- Search for your employee > Select your employee.
To view your Employee Details page in Alpha:
- Go the the Employees tab.
- Optional: From this page, you can check an employee and select Export from the Action menu to export the employee information. You can also Delete an employee by clicking Remove.
- Search for your employee > Select your employee.