Prerequisites to create/edit employees in 2020 Manager
Employees that will not directly use the application must be registered manually with 2020 Manager.
Note: If you want to invite new users to 2020 Manager, please check the article below:
Click HERE to learn how to Invite Users to 2020 Manager.
To add other employees, follow the procedures below:
- Click on Administration.
- Click on Employees.
2. Click on the icon to register a new employee.
a. Fill in the information needed. Please note that Name and Role are mandatory, and additional information can be added later when editing the employee (see below in this article).
b. After filling in the information, click on Save.
To edit an employee’s profile information
- Click on the Employee Information Button and then click on Edit .
- Once the changes are made, click on Save.
How to Complete\Update Company Information in 2020 Manager
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How to Create Sales Goals in 2020 Manager
How to Create New Roles in 2020 Manager
How to Assign User-specific Permissions in 2020 Manager
How to Create Custom Documents in 2020 Manager
How to create or modify tasks and workflows in 2020 Manager
How to create or modify Surveys in 2020 Manager
How to Create or Modify Sales Funnels in 2020 Manager
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