How to add an Employee in SalesPRO Software
Summary
This article will describe how to add an employee to your SalesPRO software
Instructions
- From the Home tab, click on the icon for Employees. - (see first image below)
- This will open the Employee tab, and a current list of employees will be displayed.
- Click on the Create icon from the Employee tab. - (see second image below)
- On the General tab, enter First and Last names. All other information is optional. - (See third image below)
- Click on the Details tab. (see fourth image below)
- Place a check mark in the box to the left of This employee can login.
- Only enter a password if you want the employee to have one. Leaving this blank will allow the employee to log in without a password.
- Select the appropriate Employee function(s). - (See fourth image below)
- Go to the Security tab. (See fifth image below)
- Select the correct security role for the employee.
- Press OK to exit and save your changes.
Related Articles:
- How to adjust employee security
Applies to
- SalesPRO software
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