Employees

The employee section allows you to add or update employee accounts. This includes both officer accounts as well as bidding portal administrators.

These users are specific to the bidding portal. Public accounts and admin portal users are separate.

Add an employee

To add an employee:

  1. Login to the application
  2. Select the "Configuration" button on the main toolbar
  3. Select “Employees” in the configuration menu at the right of the screen
  4. Click the "Create" button in the "Search Criteria" pop-up box

    The employee search box with the create button highlighted

This will take you to the "Create Employee" screen. Enter the requested user information into the fields provided. Fields may vary across organizations based on custom policies. 

Select the "Save" button at the bottom of the screen to complete the process.

Choose a user type for the account

When adding an employee account, you need to select the type of account.

Administration users have full access to all aspect of the application.

Managers have all rights of an employee - including bidding. They can also review and edit event details, but they cannot assign officers to events.

Employees (or officers) can bid on events, enter and revise time sheets, update cell phone and secondary email address.

Update an employee

To update an employee, you need to:

  1. Login to the application
  2. Select the "Configuration" button on the main toolbar
  3. Select “Employees” in the configuration menu at the right of the screen
  4. Locate the employee to update in the Employee list. You can use the search box to assist if necessary.
  5. Select the "Update" button to the right of the employee.

    The employee list with the update button highlighted

This will take you to the "Update Employee" screen. Make any changes required. To update a password, check the box provided then enter and confirm the new password.

Select the "Save" button at the bottom of the page provided.