Employees - Section Overview

View and manage employees from the Employees section of the portal.

Note: Employee Permissions information will integrate from the Administration section >  Permission Groups page.

Employees - All Sites Page 
Individual Employee Page

Access the Employees section from the Pinnacle menu. 

Employees - Overview

• Employees - All Sites Page
• Individual Employee Page
  
  

Employees - All Sites Page

1. View employees on the Employees - All Sites page.
2. Click Status dropdown menu to view Active, Inactive and All employees.
3. Sort employees table by Name, EmployeeID, Position, Contact information and Status.
4. Click Add Employee button to add new employee.
5. Click Actions menu icon to Edit and Delete employee information or Reset Password.
   
   
   
   

Individual Employee Page

1. Select desired employee from the Employees - All Sites page.
2. Click Edit link from the Actions menu or click on employee name.
   
   
   
   
3. View and manage employee Details, Credentials, Teams, Sites and Performance summaries.
4. 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.A

Add Employee
Edit Employee Information
Delete or Deactivate Employee
Reset Password
Add Credential - Employees
Delete Credential - Employees
Assign and Unassign Team
Contact Card
Edit Team
Assign and Unassign Site
View Session Performance

[Back to Top]