Employee Management Overview


Overview

In this article, you will learn about creating and managing your employees in Sellercloud.


Create an Employee

Before you add a new employee, it is important to understand the different user roles and employee permissions as well as security settings you can choose. Employee permissions are not transferrable between Alpha and Delta unless you are a Client Admin. User permissions for Delta are configured differently, so make sure you are familiar with them first.

To add a new employee, follow the steps below.

  1. Go to Settings > Employees > Manage Employees.
  2. Click on the green Action icon at the lower-right corner.
  3. Populate the fields.
    • First Name
    • Last Name
    • Email — The email the user will use to log into Sellercloud and Sellercloud-related apps like Skustack and Shipbridge. The employee should have a valid email address because there is a 2FA verification.
    • Password — Sets a first-time password that the user can change once they log in.
    • Company — Sets the default company for the employee. When the employee creates a product, an order, or a PO, it will be set in the selected company.
    • Security Template — If applicable, select a template from the drop-down menu.
    • Send Welcome Email — Sends welcome email to the user.
  4. Click Add.
  5. An employee is created. You can view and manage your employee from the Employee Details page.
    The image shows the Employee Details page.

Manage Your Employee

The Employee Details page allows you to edit some general settings for the employee, such as the name, password, supervisor of the employee, contact information, addresses.
Additionally, explained in detail in the following linked articles, you can configure buyers, set user roles, and set IP filters for employee security.

To view your Employee Details page, follow the steps below.

  1. Go to Settings > Employees > Manage Employees.
    • Optional: From this page, you can check an employee and select Delete from the Action icon to delete the employee. You can also Export it by clicking the Export icon above the Action icon. Show me where.
  2. Search for your employee > Select your employee.

Employee Toolbox

The toolbox on the page provides additional functionalities

  • View the change log
  • Customize Columns
  • View the login history
  • Manage permissions
  • View the REST API logsThe image shows the Toolbox options.

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, such as:

  • Email
  • Password
  • Supervisor
  • Default Company

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

To view your Employee Details page, follow the steps below.

  1. Go to 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.

 

Was this article helpful?

Related Articles