Adding employees in CoreBridge is an important step in setting up and maintaining efficient operations. By creating individual employee profiles you can then set permissions to ensure that team members have access only to the tools and data necessary for their specific responsibilities as well as initiate notifications to keep them updated on workflow items.
Table of Contents
Adding Employees
Navigate to Settings / My Business / Employees.
1. Click the Add Employee button.
2. Fill out all relevant Employee Details. The exact fields may vary; typical fields include:
a. First Name and Last Name.
b. Email.
c. Phone – Enter only numbers; the system will apply formatting.
d. Position.
e. Hire Date
Frequently Asked Questions
1. Question: What happens if I exceed the number of available employee profiles?
Answer: The number of available profiles is a limit based on your current subscription. If you need to add more users with system access, contact sales@corebridge.net to increase your user license count.
2. Question: Can I add employees who don’t need system access?
Answer: Yes. You can create profiles for team members without granting them system access. This is useful for managing internal records without using a system license. In EVO, employees without access may show an Invite User option when you are ready to give them access.
3. Question: How do I assign or change permissions for an employee?
Answer: After the employee profile is created, go to Settings / My Business / Employees, select the employee, and use the access or permissions area (such as an Access Details or similar tab) to adjust what areas of the system they can access based on their role.
4. Question: What is the purpose of the Custom Fields section?
Answer: Custom Fields allow you to tailor the employee profile to your needs by adding company-specific information not covered in the default fields. Custom Fields for employees are configured in Settings / Custom Fields.
5. Question: Can I update an employee’s information after their profile is created?
Answer: Yes. Use the employee list under Settings / My Business / Employees to find the employee, then open their profile to make edits or updates at any time. The system will save your changes according to how the page is set up (for example, automatically or via a Save button).
6. Question: How do I deactivate or remove an employee?
Answer: When an employee leaves your company, revoke their access. Go to Settings / My Business / Employees, select the employee, and in the access or permissions area use the option to revoke access. You can also use the Release Date field in the employee profile to record when an employee was deactivated; this allows you to retain their historical data while removing their access to the system.