Add a new employee in the admin module 

 

The digital champion (or another user with admin permission) is the only user who can add a New User.

Here is a flow of how to do that:

 

• Select the admin module.
• From the admin panel - select Employee Set up, as appears here:

 

 

• The next page opens and shows the current employees and permissions.
• Select +Add New, at the top of the panel. Shown in the image below:

 

 

• You can then select Individual Employee and Add.
• A panel opens for you to complete with the employees details along with the specifics of what you want their permissions to be.  Not all fields are mandatory. 

 

• Once you select Submit, the employee will receive an email including a link to set up their password.  It will go to the email used in their set up.
• They will be unable to log into their account until they use that email link to verify their email. 

 

Lets drill down on the right hand side of the panel within the Employee Setup, under Business Information, so you can understand in more detail what you can specify in this section.

 

 

Business Information 

 

Here you will find 7 fields, not all are mandatory: 

 

• Special Permission
• Permission Groups
• Roles
• Commission Agreements 
• View another employees activities 
• Business Levels 
• Activities are assignable 

 

 

This is an optional permission, currently offering two choices.  Leave blank if neither are required for the person you are adding.

 

 

 

This is where you select what modules the user will have access to and/or permissions within those modules. An example would be if you are adding an accountant, they may just require access to the black permission group only, so select that. Here is a list of the 'standard' permission groups:

 

 

 

This is an optional permission, and there will only be Roles in the dropdown menu here if you have set them up in the Roles section of the admin module (under Nude Set up Icon) . If the role is applicable to the employee, assign that to them.  Example shown below. 

The Role shows on the customer screen in bond and it allows anyone to easily locate who deals with that customers policies. 

There is also a requirement that if you want to pay employee commission to an employee, they must be assigned a role for the function to work.

See more about Roles in this article: Roles.

 

 

 

Here you will be able to allocate a specific commission agreement to the user. 

Much like Roles, a Commission Agreement must be set up in the Commission Agreements section in admin, in order that it will appear in the dropdown menu.

Please see link to our article found here: 

 

Once you have selected the Commission Agreement, and transactions that are included under that Commission Agreement (New, Changes, Renewals etc) will be calculated and attached to that user. This can then be reconciled using the black module.

Select from the dropdown and submit and this will add that to the user. 

 

 

 

This is also optional.  You can select another employee from the drop down list, if your new user will need to view their colleagues activities.  Or, for example, if a manager needs to view all of the activities for all their employees or if they cover for each other during vacation.  You can select and unselect these as you might need them. 

 

 

 

This is optional.  If you have multiple offices they would be listed in here and you can select which office the employee will be selling through. You must first set these offices up in the Business Levels section of admin  (under Nude Setup Icon) in order for those to be in this dropdown menu). When they are selling a policy in thru, this would be the only office that will show as the office they are from.  You can select multiple, in that case they would have to select the office relevant to that sale, when they are in thru.

 

 

Choose yes or no. This question is asking if you want activities to be able to be assigned to that user.  Some offices do not want some of their users to be able to have activities assigned to them as they may not have access to bond, so would not see those activities.  If the user only has access to thru, for example, you would want to set this answer field to No.