Add and Manage your Employees

Modified on Thu, 3 Apr at 11:53 PM

A step-by-step guide to add your employees, assign roles and access to them and manage them:

Login to your Markate account.
Hover over your Name credentials and click 'My Account'

Go to 'Membership' tab from left side panel
Click 'Add more employees'

Next, on 'Add Employees' page, select number of employees from the dropdown you would like to add.
Click 'Pay Now' button.

You will be redirected to the Purchase Add-On page where you can add your card details and make a payment by clicking 'Purchase' button

Once payment is done, you will receive Order Confirmation.
Verify the purchase.

Now, hover over More > click Add-Ons
On Add-ons page, go to Employees section and click 'Manage'

You will be redirected to the Employees page.
There you can see the number of Employee you can add as per your purchase.
Click '+New Employee' to add an employee.

Now, fill the Employee details on 'New Employee' form.
You can also upload Employee picture in gif, jpg or png format

You can assign the role to the Employee, on that basis- the Employee would be able to access the features and data on App and Website.
Set Calendar Color- Suppose you set Green color for Employee A, then on Schedule Calendar, all events assigned to Employee A will be appear in Green. It helps is differentiating the events/schedule for different Employees.

Enter about Employee in 'About' section
Mark Email, SMS/Text, Send Next Day Appointments checkboxes according to how you want the Employee to receive notifications about their schedule assignment and other actions.
Click '+Additional Information'

Enter all the details which are necessary and applicable to the Employee such as Pay Type, Pay Rate etc.
Click 'Save & Continue'

Next, it navigates to 'App Permission' tab.
Here, you can mark the checkboxes to give permission to your Employee. For Example: If an Employee can View all the Customers, mark 'View All Customers' checkbox and so on.
Save the changes.

Next is 'Employee Access'
Set a Password for your Employee with which the Employee will login to his/her Markate account.
Click 'Save & Continue'

Once all information or changes are saved, it navigates to the 'Confirmation' tab, where your Employee can login to the Markate System using registered Phone number/Email as shown in the image below and the password you set for your Employee.
Clicking on 'View Employee' button navigates to the Employee Profile page.

Here, you can still make changes for your Employee by clicking respective buttons shown in the image below.
To change the Employee status from Active to Suspended or Change the Password, click Settings.

On Employee Settings, you can change Employee status to Active/Suspended or change the Password.
Click Save.

To inactivate or delete an Employee, hover over More and click the respective option.

Here is a video showing the same.

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