Add a new employee
1. Open the Employees menu
2. Click New to add a new employee
3. Enter the required details
Ensure First name, Last name, Address, Email address and Practice are completed
Fields marked with an asterisk must be completed
4. Click Save
Create or link a user
1. Choose a user option
Click Create user to generate a new account
Click Link to user if the user already exists (you can confirm this under Setup > Users)
2. Select a user role
3. Apply the required permissions
Client management
Practice management
Employee management
4. Invite the user
Click Invite to send the user an invitation email
The user will receive a “Welcome to Salesforce” email
They must click Verify account and set a new password
Correct an incorrect user link
If the employee was linked to the wrong user, go to Setup > Users to update the assignment.