- Create Employee Records:
- Go to Lists > Employees > Employees.
- Click the New Employee button.
- Fill in the employee’s information, such as name, email address, contact details, and other relevant information.
- Set the Access role to “Employee” or other applicable roles based on their responsibilities.
- Assign User Role:
- After saving the employee record, you can assign a user role to the employee.
- Click on the employee record you just created.
- In the “Access” section, click the Edit Access button.
- Choose the appropriate user role for the employee from the dropdown list.
- Define Permissions (Optional):
- You can further refine the employee’s access by customizing permissions within the chosen user role. To do this, go to Setup > Users/Roles > Manage Roles. Select the role you assigned to the employee and configure the permissions as needed.
- Save and Enable:
- Save the changes to the employee record and user role.