We have 5 typical roles with Per4mance.io:
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Super Admin - Manages multiple locations/admins.
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Admin - Manages a location, its jobs, and all its users.
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Foreman - Manages jobs and workers assigned to them by Admin.
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Worker - Manages self.
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Sales - For reporting only (more features coming soon).
For Super Admin and Admin, these are set up with the creation of your account. Per4mance.io currently only allows 1 per account (feature coming soon). For the rest, you can follow these steps.
1. Login to admin.per4mance.io.
2. Click on "USERS" found on the top of your screen. (If on a mobile device, this will be in a dropdown menu represented by three horizontal lines.)
3. Click "Create" found on the top right corner of your screen.
4. Input in the employees details. Assign them a Type according to what permissions you want them to have.
Ticket Pending: Currently in V1, the only way to edit Non-Revenue Hours is by signing in as the user. Save the password you assign to the user to share with the user and to log in as them.
Ticket Pending: Currently in V1, Sales roles do not have login capabilities and do not need hourly rates. There are strictly for reporting. We plan on introducing more features to this seat in V2.
5. Click "Create" at the bottom to save the employee's details.
Issues?
Still not able to create an employee? Something may be wrong. Submit a ticket here or book support meeting.