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Module: Add a Person

To add a new employee, contractor in your account use the module Add a person

This module is available from the home screen.

  1. Fill in the Name of the employee/contractor you would like to create
  2. Define the company/branch he is working for (Not the customers he will be working with)
  3. Click on Add

You will be redirected to the screen of the newly created employee/contractor right after clicking on the "Add" button

To invite the person to use the system locate User Details, fill in the email, the rights and click on Send invititation by email.