2. How to Create an Employee
3. Click Save to apply the changes.
1. Open the Employees List – Sidebar & “+ Add” Button
Left-Where: In the left-hand navnavigation, is expanded;click Employees.
This is highlighted.where you can see, edit, or remove every user in the system.
2. Launch the “Add Employee” Form
ToWhere: create an employee, clickIn the Addtop-right button at the top rightcorner of the Employees tab.tab, click + Add.
2.Opens Adda Employeeblank Formform – Full Layout
A window (top-left) will open wherefor you canto fillenter inall the employee'sdetails details.of Enteryour ornew selectteam from the drop-down list: member.
3. Fill Out the General Information
On the left side of the Add employee form, you’ll see these fields:
- Name
Where: Topmost text box.
Enter the person’s full name of(e.g. the“Jane employee.Doe”)—this is how they’ll appear in lists and attributions.
Role:Role
Where: Directly under Name, as a dropdown.
Choose their system role of(Admin, theViewer, employee,etc.), which definescontrols theirwhat accessthey can see and limitationsdo. inIf theyou system.need Thisto includes determining which Projects and Desks an employee can view: allcreate or onlyedit theirroles, own. You can set roles insee the Roles module.
Where: Under Role, as a text box.
This becomes their login username and where notifications get sent.
Password
Where: Under Email, as a text box with two icons on howthe to do that are [here]right.
Email: The employee's email in the [name]@[domain] format.
Password: The password of the employee, which mustMust be at least eight characters long andcharacters, include at least onea digit, special character, uppercase,uppercase and& lowercase letter.lowercase.
✨ Generate icon: Click the little sparkle icon to auto-generate a secure password.
👁️ Show/Hide icon: Toggle visibility if you need to confirm what you’ve typed.
Type (dropdown)
MetaWhere: panelUnder Password, as a dropdown.
Categorizes the user (belowManager, General)Sales, Support, etc.) for reporting or default assignments.
4. (Optional) Tag with aCustom Metadata
Where: Below the General panel, the Meta tree pickerpicker.
If your organization uses custom metadata.tags—regions, departments, or business units—select any that apply here. This metadata can drive advanced filtering and permissions elsewhere.
5. Assign Projects & Desks
On the right side of the form you’ll see two panels:
Projects
Where: (top-right)Top-right panel, andinitially aempty.
Lists which projects this user can access.
How to add: Click + Add projectproject, button.then select one or more projects from the dropdown. This grants them the ability to view or manage those projects.
Two-Factor Authentication (2FA) panel (below Projects) showing “No any authentication.”
Where: Below Projects.
Shows if the user has set up 2FA. No action needed here during creation—you’ll configure 2FA on first login.
6. Save buttonYour atNew bottom-Employee
Where: Bottom-left of the form.
4. Password Field with Generate Icon
Password input highlighted.
To its right: Generate password ✨ icon (sparkle) andform, the show/hide eye icon.
5. Type Dropdown Options
Type dropdown expanded, showing choices like:
ManagerSalesAnalyticsSupportPresale
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 ×Save button.
ProjectCommits dropdownall the info you’ve entered. You’ll return to pickthe onemain orEmployees morelist, projects.where your new employee will now appear.