The system allows adding employees for collaboration with the company. These can be either internal employees or external partners.

 To create a new employee, go to the company edit mode. To do this, navigate to the “Companies” page, select the desired company, and click the  button (Figure 1, Pointer 1).

Figure 1 – “Companies” page

Next, open the “Users” tab and click the “Create” button. This will open the “Add Employee” window (Figure 2, Pointer 1), where you need to fill in the main details of the new user.

Fill in the required fields:

  • Status – specify whether the user is currently active;

  • Employee type – select whether the user is an internal employee (e.g., full-time staff) or an external one (e.g., partner).;

  • Company – indicate the organization the employee belongs to;

  • Personal details – enter the employee’s first name, last name, email address, and phone number;

  • Telegram nickname – optional field for quick communication;

  • Role – select the appropriate role that defines the user's permissions in the system.

After filling out the fields, click “Save” to add the employee to the system.

 


Figure 2 – Company/Users window

All users are displayed on the “Settings” page in the “Employees” section, where you can view, edit, or delete employee information as needed.