How to Add & Edit Employees Manually

  • Updated

Adding Employees


1.    Click "People"



2.    Click "Employees"



3.    Click "ADD EMPLOYEE"



4.    Fill out the employees first and last name



5.    If the employee has an email address, input it here.



6.    If the employee does not have an email address, you can assign them a kiosk code here



7.    Any demographics you have added will be made available to fill out here



8.    You can also set up the preferred language here



9.    Click the "Department" field to assign the employee to their department



New Employees must have a First & Last Name, kiosk or email entry and department as a minimum
10.    Click "ADD"



Editing Employees


1.    Click the three dots on the employee you would like to make edits to



2.    Click "Edit" -  This will allow you to make changes to any of the details, as shown earlier



3.    Click this toggle if you would like to activate/deactivate an employees account



4.    Click "UPDATE" to finalise any changes you have made



If you are editing an employee's email address whilst a survey is live you will need to manually resend them an invitation email to the survey.


Deleting Employees


1.    Click the thee dots



2.    Click "Delete" to remove an employee from the account



 

Related to

Was this article helpful?