CCDEX

Adding Employees


Adding Employees

  1. At the top of the side menu click the Settings button beside the CCDEX logo
  2. From the Settings page select Employees
  3. Click ADD in the top right corner of the Employee Page
  4. Input Employee info : Name Username Email and Phone Number
  5. Click Create in the top right corner to create employee profile
 Employees can be assigned to a group if employee will be a Business Manager, Project Manager or Finance Manager in the Create Employee window. 

Deleting Employees

  1. At the top of the side menu click the  Settings  button beside the CCDEX logo
  2. From the Settings page select  Employees
  3. Select the employee you would like to delete, this brings you to their employee page
  4. Click Delete Employee  
  5. You will be prompted to confirm deletion of the employee
This will delete the employee from all tasks they were assigned to and projects they were following but will NOT delete the project or tasks they created. 

Adding Employee to Group

  1. At the top of the side menu click the  Settings  button beside the CCDEX logo
  2. From the Settings page select  Employees
  3. Select the employee you would like to add to a group
  4. Click Groups
  5. Select Group you would like that employee to be added to 
  6. Click Save in the top right corner of the Groups window to save changes
Groups allow employees access to different features of the app. Administrative has full access to features of the app. Finance Manager has access to reporting accounting and time sheets.  Business Manager has access to Job Connector biding and quotes. Project Manager can create and manage projects.



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