Manually Create a New Employee

Video manually creating a New User in the A-Suite.

2.3_Manually Create a New User_new

Video Overview:

 

To create a New Employee in A-Suite, click the "Create" button located at the top of the page and select Employee.

From there a box will pop up where you'll be prompted to input the information on the new Employee.

When you get to the bottom of the form, you  will want to pay extra attention to the "Manager" "Groups" and "Job" fields.

These fields determine permissions and abilities that your Employees will be granted from within their accounts.

For Manager, simply select your new Employee's manager that they report to.

Selecting your Employee's group will allow certain permission usage in their system, so it's important to select the correct group so they'll be able to complete tasks associated with that permission type.

For instance, an Employee in the group "Manager" will have different rights and permissions than that of someone in the "DOT Auditor" Group.

The job is also important because this dictates which Records are required to maintain compliance within your system.

So if there are any compliance rules set in place for a specific Job type, those rules will automatically be put into place once the User is created.

If you'd like to add your Employee as a manager, simply select the "Is Manager" check box here. This grants your Employee more responsibility and oversight in their account.

Fill out the remaining fields and then choose the option to send an optional Welcome Email, which allows your new Employee to select a new password for their Account.

Click on "Create New User" and you're all set! Now you'll be redirected to your new Employee's profile.