Summary

This article will describe how to add an employee to your SalesPRO software


Instructions

  1. From the Home tab, click on the icon for Employees. - (see first image below)
  2. This will open the Employee tab, and a current list of employees will be displayed.
  3. Click on the Create icon from the Employee tab. - (see second image below)
  4. On the General tab, enter First and Last names. All other information is optional. - (See third image below)
  5. Click on the Details tab. (see fourth image below)
  6. Place a check mark in the box to the left of This employee can login.
  7. 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.
  8. Select the appropriate Employee function(s). - (See fourth image below)
  9. Go to the Security tab. (See fifth image below)
  10. Select the correct security role for the employee.
  11. Press OK to exit and save your changes.











Related Articles:


Applies to

  •  SalesPRO software