My Employees

You can find the employee setup by clicking Settings and selecting “My Employees”, shown here:

 

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The purpose of the “My Employees” screen is to give you an overview of how many employees are in your system.

 

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To add a new employee, click “+ New Employee”. 

 

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The Employee Setup page has two tabs; "Employee” where you enter basic information about this Employee and “Permissions” where you set permissions for your employee.

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In the Employee tab you can set specific information about each employee in your system. This reduces the need for a “file” for each employee.

 

Employee Tab

 

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NOTE: The USER ID property is very important. If this employee is a User in our system (has his or her own login), this will be populated with the Employee’s User Name. Otherwise, this can be blank. 

 

Permissions Tab

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The Permissions tab can grant or deny employees access to specific areas or data points in your system. They are separated into four sections: 

1. Access to Pages - This will either show or hide specific pages in Studio Designer

2. Access to Reports - Will either show or hide specific reports in Studio Designer

3. Actions - Will either prevent or allow employees from performing specific actions in Studio Designer.

 

4. Individual Permissions - Will either prevent or allow the employee from viewing specific aspects of Studio Designer.

 

* NOTE: If the “Show Time Billing In Invoices List” checkbox is not checked, the Employee won't see “Time Billing”. 

 

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