Adding New Employees To Your Account

This article walks you through the steps to add a new user to your Safelyio account.  You can also Click HERE to watch the Video in the tutorials library. 

Step-by-Step Instructions:
 

1. From ADMIN account, click the Toolbox Talks icon.

2. On the Campaigns page, select Employees from the left navigation pane.

3. You will see a list of current users in your account.

4. Click Add New User in the top-right corner of the screen.

Enter User Information

1. Complete the form by entering the user’s first name, last name, and a valid email address.

2. Select the Backlog Date, which represents the user’s enrollment date. Review the two available options and choose the appropriate date.

3. Click Next to continue.

Assign Role and Team

1. Select the user role as Employee.

2. Choose the team the user should be assigned to.

3. Review all details carefully, then click Complete.

Confirmation
Once the process is complete, a pop-up notification will confirm that the user has been successfully added to your account.

If you need additional assistance, please contact your Safelyio account manager.