Employee Add

Please see below, from the Main Menu, if you go into Employees, Employees you will now see 1 table for all.   

Like the Job Browse, you can add columns, remove and create a view suitable for what you need.   

To create a new Employee, see below steps. Press new employee and complete data. Please note - 1st line is user’s full name; 2nd line is their login name. Then press Next to complete the details (if applicable). Continue to press next through all the options.    

The Security screen is like before, tick any / all that is applicable for the users’ permissions within BoxTop. NOTE – You need to provide at least 1 permission here for the user to be able to login. Then press Next.  

Final screen is the offices. You can select an additional office to add to if needed.   

You can delete a user from an office by finding their record in the table and press the delete button. Remember, we DON’T recommend you “delete all” unless the account was created in error.   

The “update office” feature allows you to copy a new employee record into all other branches if needed  

From the table you can easily view/edit details for each employee. Just switch between the tabs at the bottom.   

Here you can reset a user’s password.   

The Certification tab is the CSD details.  

The offices allows you to see if they have access to other branches. You can also add / remove their access.  

BoxTop has been designed to allow sales personnel to hide their own Sales Actions from unauthorised users, our

Sales Person hierarchy system only authorised users can view Sales Actions of any linked subordinate.

In the above example…

• Sales Director can view all Sales Actions for everyone

 o Office A Sales Manager can view all Sales Actions for all Sales people in Office A but they aren’t able to view Sales Actions for anyone in Office B

           Office A Sales people can view own Sales Actions but aren’t able to view Sales Actions for any other user

o Office B Sales Manager can view Office B Sales person

          Office B Sales Person can view own Sales Actions but isn’t able to view Sales Actions for any other user