Add New Employee

Adding a new employee

It is important to note that unless you are a Client Admin, the user permissions for Alpha will not automatically transfer to Delta. For details about roles in Delta, please see Delta Permissions.

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.

Delta

To add a new employee in Delta, follow these steps:

  1. Go to Settings > Employees > Manage Employees.
  2. Click the green Action icon at the bottom right.
  3. 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.
  4. Click Add.
  5. An Employee Details page is created. From this page, you can view and edit the settings for this employee.

Alpha

To add a new employee in Alpha, follow these steps:

  1. Go the the Employees tab > Add New Employee.
  2. 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.
  3. If applicable, select another user from the Copy security from dropdown menu to copy the chosen user’s security credentials to the new employee.
  4. Check Send welcome email to send the employee an automated welcome email.
  5. Click Create Employee.
  6. 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:

  • Email
  • Password
  • Supervisor
  • Default Company

These are just a few of the items you can edit. You perform actions, like:

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.

Delta

To view your Employee Details page in Delta:

  1. 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.
  2. Search for your employee > Select your employee.

Alpha

To view your Employee Details page in Alpha:

  1. 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.
  2. Search for your employee > Select your employee.


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