Once you’ve saved your new employee record, the Access Details tab appears where you can select the employee's username and system permissions. To review or change this information go to Management/Employees & Teams/Employees and select an employee to edit.
1. Click on the Access Details tab.
2. Click Add Sign-In in order to select a username, enable module permissions, reset passwords, or revoke user access.
3. Select a Username from the emails you’ve entered on the Employee Details page.
4. Click Send Invite to email your employee a link to your system where they can set up their user password.
Note: You can resend the invite, send a password reset link, or revoke access if needed.
 |  |
Employee Permissions are granted to an employee based on their Roles and/or individual permissions selected from the Access Details page.
Note: Permissions and Roles are additive, which means employees will be granted all the permissions associated with the roles they've been assigned.
5. Employee Roles allow you to assign preset permissions rather than selecting individual permissions each time you set up a new user. These roles will then be used with orders, estimates, and companies.
6. Click on the Roles dropdown menu and select one or more roles to add to this employee.
7. If you have multiple locations, you can specify which locations this employee has access to.
Note: Specific users (e.g., accountants or salespeople) can be given the ability to manually switch between locations as needed. Admins and owners have permission to see all locations. If you would like to add multiple locations, contact sales@corebridge.net to discuss upgrade options.
8. A specific number of Users are allotted to your account, based on the number of Types in your license agreement. Select one of these Types for each User depending on the level of access needed.
Timeclock – Basic User type. Access to Timeclock and limited My Profile settings.
Standard – The most common setting. Access to features based on Role Permissions.
Production – Access to My Profile and Production Module.
Administrator – Users have access to All Modules and related Permissions but cannot change any Owner Settings.
Owners – Users have access to All Modules and are granted Full Permissions.
Note: The Owners User Type cannot be changed. Do not select this type unless you intend to make this user an Owner. To increase your number of User Types, contact sales@corebridge.net to upgrade.
9. Check this box to add permissions beyond those already granted by this role.
Note: From this page, you cannot remove permissions that are included in a role.
10. Select which Module you want this employee to see first when they log in for the day.
11. If a user will need specific permissions which are not already included with the roles you've added, enable the modules and check the boxes next to each permission you need to add.
Note: Changes made are autosaved.
12. You can quickly review the details for any employee from the Mini Search Menu which lists all the employee profiles you've created.
