Adding or editing an employee is simply done via the Employees screen.
Note: Only Admins are able to add and edit Employees.
Navigation:
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Click on the hamburger menu (three lines) at the top right of the screen → Click the EMPLOYEES link
Add an Employee
From the EMPLOYEES screen:
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Click on the "Add New" button at the bottom
Enter employee's name and email address
- Use the Admin toggle to give this employee Admin rights
- By default, this will be toggled OFF
- If you're unsure whether you want to give Admin rights, see: User Roles & Permissions
- Click "Save" at the bottom
- The employee will then be added to your EMPLOYEES list showing as "Invited" until the employee joins payup℠.
- An email, including links and instructions, will be sent (to the email address in the employee’s profile) inviting him/her to join your company on the payup℠ app.
During the sign up process, the employee MUST use the same email address you used to invite him/her, in order to be associated with your company on the app.
Edit an Employee
From the EMPLOYEES screen:
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Select the employee you would like to edit.
- On the EDIT EMPLOYEE screen:
- Edit the employee information and the "Save" button will appear.
- You may also delete an employee from this screen.