Employee Authentication

Authenticating an Employee

• Purpose: Authentication links an employee record to a system user account so they can log in.

• To authenticate an employee:

  1. On the employee card, click Authenticate.

  2. Choose an appropriate role for the employee (e.g., Staff, Manager, or another available role).

  3. The system sends an email invitation to the employee.

  4. The employee follows the link in the email to set their own password and activate their user account.

• After authentication, the employee will be marked as Authenticated on their card.

Note: Detailed instructions for managing user accounts, permissions, and roles will be covered in the User Management chapter later in this manual.