Employees

Employees can be carers, or any other type of user who requires access to user data, the app and notifications.

To create an employee

1. In the dashboard, go to go to Employees in the left navigation.

2. Press Add employee on the top right of the list.

3. Complete the employee’s details: First name, Last name, Role or job title, Email, Phone number.

4. Press Save.

5. In the Location tab, search and select a Home organisation or location in the dropdown. Employees will only be able to have access to any locations below this level, and not ever see any above this level.
   Note: You yourself may not see organisations or locations because your own access prevents you from seeing them.

6. Select any Teams that the employee is part of. Teams can be created in Organisation Structure.

7. Press Save.

To view, edit or delete an employee

1. In the dashboard, go to go to Employees in the left navigation.

2. Search by location or by employee name, or pick the employee from the list.

3. Press the pen icon to edit the user, or the bin icon to delete.