Users

When clicking on the USERS tab, you will see three drop down menu items - All Users, Employers, and Trainers. 

1. ALL USERS (Only available to Owners and Administrators)—All Users will allow you to manage and create all user types. 
2. EMPLOYEES (Available to all user types)—Employees will allow you to manage and create employees. 
3. TRAINERS (Only available to Owners and Administrators)—Trainers will allow you to manage and create trainers.

Create New Employee

To create a new employee, hover over the Users menu, click on Employees in the drop-down menu, then click + Create Employee. When adding an Employee, the following items are required: 

1. Employee’s first name 
2. Employee’s last name 

If you would like to set up the employee so he or she can log into the Web or mobile application, you also have the option to enter the following: 

1. Employee’s e-mail (this e-mail will be the employee’s username) 
2. Employee’s password (eight-character minimum) 

Employees can add their signature, which will appear on the PDF Meeting Summary, when they attend a meeting. After entering in all the appropriate information, click Save.

Create New Trainer

To create a new trainer, hover over the Users menu, click on Trainers in the drop-down menu, then click + Create Trainer. When adding a trainer, the following items are required:

1. Trainer’s first name 
2. Trainer’s last name 
3. Trainer’s e-mail address (this e-mail will be the trainer’s username) 
4. Trainer’s password (eight-character minimum) 
5. An account number 

Trainers can add their signature, which will appear on the PDF Meeting Summary, when they attend a meeting. 

After entering in all the appropriate information, click Save.

Import Users

The import process is the same for both employees and trainers. 

1. To import multiple employees and/or trainers, click the orange Import Users button.

1.  Next, click on the Download Import Template icon, and open the .csv file in Microsoft Excel®. 
2. Enter your users into the .csv file, and save the file. 
3. Finally, click on the Import icon, and select the file that you saved. 

The password will be made using:

1. First initial
2. Last name
3. Keyword

For example: Trainer John Smith is imported into Test Company. Test Company's keyword is "testing." John's Default password would be jsmithtesting.