Navigate to Settings > Employees to find all information about the employees.
In the blue bar at the top you can see how many licenses you have and how many of these are assigned to an employee. Below you see an overview with a number of relevant data for each employee, including his price profile and role.
The profile is used to apply different rates. The role is used to restrict access to specific AdminPulse components.
Adjust an employee
To open an employee's record, click on that line in the overview.
Here you can change the personal details, price profile or role.
Add an employee
If there still are available licenses, you can add employees by clicking on the 'Add' button. Enter the details and click on 'Add'. The email address will also be the username of the employee in AdminPulse. As soon as it is added, an email will be sent to that address with a link to set a password.
It is possible to assign different roles to your employees to limit access to specific AdminPulse components.
The possible roles are:
- Power user
- Invoice manager (before: Standard user)
- This role can edit invoice proposals, but will not be able to finalize an invoice
- Relation manager
- Registration only
The table below shows the permissions for all possible roles. Click on the screenshot to view the full table. Read-write (RW) means complete management of the item. Read-only (R) means that you can see the item, but cannot change it.
Note: Employees who do not have access to invoicing will not see financial data elsewhere in AdminPulse, such as the graphs on the homepage and the amounts in the registrations.