You can easily add or update an existing user from the Roles and Permissions page.

Add a user to the CEM

1. Select All Apps in the top left corner of the header and then select Settings in its drop-down menu.
2. The Settings page will open where you can select Roles and Permissions under the Permissions section.
3. Select the Add New Employee button in the upper-right corner of the screen. 
4. In the slide-out drawer that opens, enter in employee details, such as name and email address.
5. Select a user role for the employee.
6. Select Add Employee.

The new user will then receive a welcome message and can gain access to the system, if access is provided.

Update user information

You can easily update a user's information from the Roles and Permissions page. To do this, click into the preferred user from the Active Employees list and then update the necessary details. Ensure to save the record.

Assign users to locations

Users can be granted or restricted access to locations in Location Management on the area or location level. Learn more about this process here.

Permissions

By default, the Company/Account Admins, Full User - Edit Everythings, Power Users, and Franchise Owners will have full access to the Employees permission in Roles and Permissions to complete the above processes.

• Note: Users will need full access to Location Management in order to assign users to locations.