In the empty fields, input the employee's first name, last name, and email address.

Click on "Job Role" and choose the appropriate role for that employee.

Choose a role
Admin
Assistant Greenkeeper
Chef
Clubhouse Operative
Finance Manager
Food and beverage assistant
Food & Beverage
General Manager
Green Keeper
Green keeper assistant
Head Chef
Head Greenkeeper
Head Green keeper
Maintenance Manager
Membership Secretary
Professional Shop
Shop Assistant
Shop Assistant and events society co-ordinator
Trainne Greenkeeper

If you don’t see a relevant role for the new employee, you can create one by following the steps in the user guide under **"How to Create a Job Role."**

Choose the appropriate team to assign the employee to, as this ensures they only see the relevant training and tasks for that department.

Select "Add Teams to Manage" only if the employee is required to manage one or more teams. By selecting "Add Teams to Manage," your new employee will be able to view reports on training and tasks that are due or completed by the entire team. They'll also receive alerts and daily or weekly update emails.

If you are a General Manager or team leader responsible for tracking your club's team performance, including training progress, task completion, and certification status, select your club’s name from the dropdown list. This will give you full visibility of each team’s progress, allowing you to monitor and ensure that all members are up to date with their required training and assigned tasks. This feature provides an efficient way to oversee your team and keep your club’s compliance and performance on track.

Once you’re satisfied with the new employee account setup, click “Create User.” After creating a new user account, the new employee will automatically receive a welcome email from Obbi. This email contains their username and password, allowing them to log in immediately.

This completes the process for creating a new employee. For any additional assistance or questions, please contact us at [support@obbisolutions.com](mailto:support@obbisolutions.com)

How to Create a New User