You can create and modify accounts for your employees by yourself. Employees can manage locations, entrances or other employees and invite visitors based on their assigned role. In this article, you will learn how to set up your employees properly.
Bulk-import of employees
Especially for the first set up, you might have to create a lot of new employees. To make this easier, you can also upload a list (Microsoft Excel or .csv) of employees using the essentry Dashboard. To find out more, please read this article: How can I invite multiple employees at once?
Create new employees
To manually create new employees, please click "COMPANY" and then "EMPLOYEES" from the sidebar navigation and then click "+ New Employee" at the top right.
Enter all the data of the employee in the popup. By default, all employees are created with only the ability to create appointments. You can provide them with more permissions (roles) as described below.
Click "Create employee"and the newly created employee will receive an email with their invitation to essentry.
To modify employees, select the employee you want to edit from the list of employees by clicking on them.
This will open a detail popup with the employee details. Here you can edit the details for that employee and change their roles. To add a new role, click the "+ Add Role" button above the role list.
In the next popup, please select the role you want to add to this employee. Some of those roles are per location only, so you will need to select one of your locations as well.
When you are done with the modifications, please click "Save changes".