In CoreBridge, employees can be created and managed according to needs and preferences. Each employee can have customizable access to the system, ensuring they are only able to view what they need based on their role.
TABLE OF CONTENTS
- Adding Employees
- Setting up Employee System Access
- Updating and Customizing Employee Permissions
- Customizing Employee Notifications
- Custom Fields
- Files
Adding Employees
To add employees into the system navigate to Management / My Business / Employees.
1. Select the Green Plus button.
2. Fill out all relevant Employee Details.
a. First and Last Name.
b. Position.
c. Reports to - the employee's manager or supervisor.
d. Phone - only enter in numbers as the system will automatically do the formatting.
e. Email.
f. Default Time Zone - this may be different than the Default Time Zone set for the system and should be relevant to the employee.
g. Hire and Release Date.
h. Birth Day and Birth Year.
i. Address.
j. City and State.
k. Country and Postal Code.
l. Custom Fields - any Custom Field that has been created within the Quick Custom Fields section of Settings / Custom Fields / Employee Details will show here.
Note: Required fields are marked with a red asterisk.
3. Click Save and Continue.
Note: After an employee profile is created, it can be edited using the employee list.
Note: The bar under Employees shows how many available employee profiles can be created. This is not indicative of how many employees you may have, only a gauge of available users that may have their own access to the system. If you would like to add more users to your system, please contact sales@corebridge.net.
Setting up Employee System Access
Once an employee profile is created, you can invite them to access the system based off of preset employee roles.
1. Select the name of the employee.
2. Select Access Details.
a. Select the Employee Roles for this employee.
Note: Selected roles will give the employee every permission for that role, individual areas within that role can not be revoked.
b. Manage Employee Roles by going to Settings / My Business / Employee Roles & Permissions. For more information you can go to Employee Roles and Permissions.
c. Add Sign In - Create a new sign in for this employee.
d. Username - add the employee's email address they would like to use as their username when logging in.
e. Send Invite.
Note: The employee will need to use the Setup & Sign In link that has been sent to their email to create a password and access the system.
Updating and Customizing Employee Permissions
Navigate to Management / My Business / Employees and select the employee you are granting access to areas in the system.
1. Select an employee.
2. Select Access Details.
3. Employee Roles:
a. Select the Employee Role(s) for this employee. This will give the employee all access and permission(s) that have been granted to the role.
Note: It is important to remember that all access granted to an employee via the roles assigned to them cannot be removed in the access selector below, you may only add additional permissions. We recommend setting up your employee roles with the least amount of access needed for the role, and adding additional permissions for individual employees when needed.
b. Manage Employee Roles by going to Settings / My Business / Employee Roles & Permissions. For more information information you can go to Employee Roles and Permissions.
4. Employee Sign In & Permissions:
a. Determine the User Type for this employee.
b. Determine whether you would like to allow additional Permissions beyond the Role Permissions.
5. Review all additional permission options listed by module and check the module(s) you would like to add.
a. Select which permissions you would like the employee to have within the modules they have access to.
Note: Permissions granted by the employee role(s) selected cannot be removed.
b. Toggle the Full Access switch to allow full access to the module.
Customizing Employee Notifications
The Notifications tab is where notifications for individual employees can be viewed and created. Once created, the notifications can be edited by selecting them from the list. Notifications for certain employees can help them observe and follow pertinent updates for their specific role.
When creating new notifications from the notifications tab within Employees, all notification options are the same as what can be found in Settings / Notifications / Notifications. The only difference is the field for Employees will automatically select the employee that is currently selected, and this field will not be changeable. For more information on notifications, please visit Notifications Overview.
Custom Fields
You can create custom field for employees to help manage personal needs of your business. These can be created in Settings / Custom Fields / Employee.
1. Custom Fields
a. All custom fields you create will show here. If you have more than one, you will be able to navigate between them in a similar way as tabs.
Files
Any files relevant to an employee can be uploaded and organized in the Files tab.
Note: Default files and Folders can be created in Settings / File Management /Default Files and Folders / Default Files and Folders Employee.
