Employees are created in the resource module and are usually controlled by a system administrator, designated role(s), or person(s) within your agency. Once an employee is created there is additional information that can be set against the employee record.
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ADD INFORMATION TO EMPLOYEE RECORD
There are two options for adding information to an existing employee record:
via the employee card pop-up presented upon completion of creating the employee
2. via the resources module > employee settings grid
Select the employee > open the employee card
Go to the information tab
From here you can update the following employee information:
Name
Initials (used to add the employee to conversations and tasks)
Position
Phone number
Mobile number
Social information e.g. LinkedIn, Skype, etc.
Skills e.g. photoshop, 3D, etc.
Interests
Resource group (usually used on clients and prospect resources, resource groups are used for grouping resources together e.g. for a mail-out)
Tags
Address details
UPDATE PROFILE PICTURE
Assigning a profile picture to an employee is a recommended process, as it helps to distinguish between resources easily.
Employees can update their own profile pictures in my settings, or administrators can also update an employee’s profile picture in the resources module via the information tab.
Hover the mouse over on the profile picture box with the employee’s initials or the existing profile picture.
The different options will now be displayed and allowed you to select
to zoom in the profile picture- to remove the existing profile picture
- to upload the new profile picture
Click the upload icon
Select your image > click open
The employee now has a new profile picture
