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- Select Users and Groups in the Administration tab. This will open the Users and Groups page.
- Click the New Internal User link in the page header. The New Internal User page will appear, allowing you to create and define the new user.
- Type the employee login ID, number, first and last name, social security number, and password in the appropriate fields of the window. The Login ID is alphanumeric and can include up to 16 characters; employee numbers can be up to 10 digits long; the first and last names can include up to 40 characters each; the social security number can include up to 11 characters; the password field can include up to 12 characters.
- Select the employee role from the Role drop down menu. This will assign the employee a role in the system (CSR, Sales, or None).
- Select the employee department and cost center by using the Department Selection tool (
). This will assign them a department/cost center relationship. - To assign the employee to a Group, click the relevant check box(es) in the Group Membership box. Employees may also be assigned to groups during the creation process of the user groups. When assigned to a group, the user will inherit the permissions set for the group.
- Click Add (
). This will add the new employee to the database and display the entry in the groups/users grid of the window. - Repeat this process for each additional employee you would like to define in the Job Manager system.