Employee profiles keep workforce details and sign-in access connected to the right person.
Before you start
You need permission to manage employees. Have the employee's name, contact details and intended role ready.
Steps
- Open Employees and select Add Employee.
- Complete the employee profile and save it.
- Open the employee profile and review the access, role and workforce details that apply to the person.
- Use Send welcome email when the employee needs a new sign-in invitation.
What happens next
The employee can be assigned to work and their access remains subject to the role and permissions configured for the workspace.
Access is role-based
Send a welcome email only after confirming the employee record and the role or permissions that apply. The invitation lets the employee begin their sign-in journey; it does not make them a workspace administrator.
Troubleshooting
If the employee cannot perform an action after signing in, review the assigned role and permission rather than sharing another user account.