These instructions will help you create accounts for additional employees in your software.
Once you’ve created your first Cloud software account, you can log in to your account and add more employees to your business.
Go to Employees.
Click the + in the bottom right-hand corner.
Enter the employee’s personal information and press Next.
If this is an employee that needs to be marked as an administrator, you can check the box at the top of this next page.
If the employee is an Independent Contractor, check the box for this option. You will be able to enter the person’s own merchant account information here as well if he or she uses OpenEdge for credit card processing.
You can then set service limitations for the employee if desired. Press Save and Continue when you are done.
The employee will now be sent an e-mail to the address you have entered, asking him or her to finish the setup. The e-mail will contain a link that the employee can click to create a password. Once finished, their account will be activated and added to the business’ billing account.
Log out and back into the software in order to see the new employee on the Appointment Book.