Skip to main content

2. How to Create an Employee

1.

  1. To create an employee, click the the Add button at the top right of the Employees tab:

Image1.png

2. A window will open where you can fill in the employee's details. Enter or select from the drop-down list:  

      • Name: The full name of the employee.
      • Role: The role of the employee, which defines their access and limitations in the system. This includes determining which Projects and Desks an employee can view: all or only their own. You can set roles in the Roles module. Instructions on how to do that are are [here]
      • Email: The employee's email in the [name]@[domain] format.
      • Password: The password of the employee, which must be at least eight characters long and include at least one digit, special character, uppercase, and lowercase letter.

Image2.png

3. Click Click Save  to apply the changes.

 

1. Employees List – Sidebar & “+ Add” Button

Interface (12).png

Left-hand nav is expanded; Employees is highlighted.

Image1.png

In the top-right corner of the main pane, the + Add button appears.

2. Employees Table View

Header row with columns: Name, Email, Role, Created, Last login, Actions.

Filter button and Search… box at top.

Actions column includes ✏️ Edit and 🗑️ Delete icons on each row.

3. Add Employee Form – Full Layout

General panel (top-left) with fields:

Name (text input)

Role (dropdown)

Email (text input)

Password (text input + show/hide & generate icons)

Type (dropdown)

Meta panel (below General) with a tree picker for custom metadata.

Projects panel (top-right) showing “No projects” placeholder and a + Add project button.

Two-Factor Authentication (2FA) panel (below Projects) showing “No any authentication.”

Save button at bottom-left of the form.

4. Password Field with Generate Icon

Password input highlighted.

To its right: Generate password ✨ icon (sparkle) and the show/hide eye icon.

5. Type Dropdown Options

Type dropdown expanded, showing choices like:

  • Manager
  • Sales
  • Analytics
  • Support
  • Presale

6. Role Dropdown Options

Role dropdown expanded, listing available roles.

7. “Add Project” Drawer (Assigning Projects)

Slides out after clicking + Add project in the Projects panel.

Header: Add project with a close × button.

Project dropdown to pick one or more projects.

Desks dropdown to limit desk-level permissions (if role = “View Own”).

Save button at the bottom of the drawer.

Back to top