As a site manager you may need to create accounts for your new CSR's. In order to do that you must have at least site manager permissions or above. Also, you can not create accounts for someone with the same permission level or above yours.


Lets get started


Launch Site Links console from the desktop on any company computer.



Once open, log in using your site manager account



Once logged in you can click on setup from the tool bar:

The setup menu will open:


Click on Employees button in the middle of the page. This will open the employees window:



On this window, you will click Add on the right-hand side. This will open the add employee window.

Fields in gray are mandatory. Fill in the details of the employee. Change the security level to match the level needed. It is recommended to make the password change every 3 months at a minimum. You can restrict their access to the days and hours they work to prevent unauthorized access..

One complete, select ok.


Congratulations! You have just created a new employee.