View and manage employees from the Employees section of the portal.
Note: Employee Permissions information will integrate from the Administration section > Permission Groups page.
Access the Employees section from the Pinnacle menu.
Employees - Overview
- Employees - All Sites Page
- Individual Employee Page
Employees - All Sites Page
- View employees on the Employees - All Sites page.
- Click Status dropdown menu to view Active, Inactive and All employees.
- Sort employees table by Name, EmployeeID, Position, Contact information and Status.
- Click Add Employee button to add new employee.
- Click Actions menu icon to Edit and Delete employee information or Reset Password.
Individual Employee Page
- Select desired employee from the Employees - All Sites page.
- Click Edit link from the Actions menu or click on employee name.
- View and manage employee Details, Credentials, Teams, Sites and Performance summaries.
- The Employee Details page displays: General information, Contact information and Employee's Permissions (permission groups and individual permissions).
Note: Click these links for more information on managing Employees.
Edit Employee Information
Delete or Deactivate Employee
Add Credential - Employees
Delete Credential - Employees
Assign and Unassign Team
Assign and Unassign Site
View Session Performance