Adding and Removing Employees and Reps | Scribe

    Adding and Removing Employees and Reps

    • 24 steps

    Adding Employees & Reps

    1

    Click "Employees & Reps"

    Suggested Members

    2

    Suggested Members are employees that have been added to you account from another clients BuildFlow Account. If they belong to you company please hit "Accept" to give them access to BuildFlow. If they do not belong to your company hit "Reject"

    Adding an Employee

    3

    Click "New Employee"

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    Tip! Pay attention to any text highlighted in red. These are mandatory fields for proceeding. Additionally, the more information you fill in, the better the data will be for your company.

    4

    Add in the new employee's name.

    5

    Enter the new employee's email address.

    6

    Please review to make sure all details in this section are correct.

    Adding a Rep

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    Tip! A Rep is someone from outside your company that needs the same elevated permissions that an employee from within your company would have.

    7

    Click "New Rep"

    8

    Company: Ensure that you enter the company the representative is from. This information is crucial for accurate data.

    9

    Click here and add in the new Rep's name.

    10

    Enter the new Rep's email address.

    11

    Please make sure to change the address to the Rep's company's address.

    User Permissions and User Groups

    12

    If your company has user groups set up, please click which group this employee belongs to.

    13

    Project Templates: Full access will give the user the ability to create new projects with the preselected project template that are set up in BuildFlow. If you restrict their access they will not be able to create new projects.