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Employees in Commit are unique Account records that use slightly different data which is specific for an Employee Account. You can view Employees as part of the Accounts list or under the Employees window which shows a list of employees only.
To create a new employee:
| 1. | Open the Employees window and click on the New icon on the toolbar. The New Employee window will open. |
| 2. | Enter the information in the general fields (name, address etc.). |
| 4. | The employee window will open. The Employee tab will be selected, and you can now setup some more parameters: |
| 6. | Note the employee is currently Active; you can change the status to Inactive by clicking the Make Inactive button. Read more about this in the Make Active/Inactive section. |
| 7. | To allow the employee to log in to Commit, click the Configure User button and set the employee’s password |
| 9. | To allow the employee to use the Commit Web Interface, a dedicated Web user name and password should be defined for the Employee Employee. To do so, go to the Employee window, then the Employee tab, and click on Configure Web User. |
| 10. | Save the new details (click the Save button on the tool bar) |
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