In this article you will learn how to:
Add an employee to Bizimply
Inviting employees to use Bizimply and create their password
Note: You must have the appropriate level of permissions in order to create a new employee.
How to add an employee to Bizimply:
Log into Bizimply
Ensure you are in the correct location you wish to add the staff member to. This will be the employee's ‘Main Location’
Navigate to the Employee tab
Click on the blue "New Employee" button
5. Fill in the form for employee details. Minimum recommend:* First Name (Required)* Surname (Required)* Email*. You may have other required fields to complete depending on your account settings.
6. Press 'Save'
In order to get the full benefits from Bizimply, you should fill out all the information asked for within all the employee profile tabs.
Inviting employees to create their password for Bizimply:
Once you have added an employee, you can invite them to Bizimply to create their password. You can do that on the employee profile or by using quick edit to invite multiple employees in bulk.
Inviting employees via employee profile:
This action will send an email to the employee:
Inviting employees in bulk via Employee Page
1. Go to the Employee page for your locations or All Locations
2. Select employees you wish to invite - or all employees -with the checkboxes to the left. Or you can select AFTER you click Actions on the right
3. Click on the 'Actions' button to the right
4. Click on Invite to Bizimply from the dropdown
5. In the pop up you can keep the selected employees or select more as you wish
6. Click the 'Send Invite' button at the bottom of the box
You can also add employees in bulk via a CSV file.
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