Contacts

Gen 3

Contacts

Add an employee

An employee is a staff member of a BriteCore client. An employee has access to the Contacts, Lines, Policies, Claims, Reports, and Settings modules within BriteCore, but can’t perform certain tasks, such as adding a role. You can add an employee in the Contacts module.

To add an employee, open the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Employee.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open.
  5. In the Username box, type the username the employee will use to log in.
  6. In the Email Confirmation To box, type the employee’s email address.
  7. In the Password box, type the password that will be used with the username to log in.
  8. In the Retype Password box, retype the password to confirm it is entered correctly. If the passwords don’t match, a Warning pop-up window will open. Select OK or X to close the pop-up window.
  9. In the Permission Level dropdown list, select the employee’s permission level from the list. See Role Permissions for more information.
  10. In the Default State dropdown list, select the state where the employee works. This is a required field.
  11. In the Timezone dropdown list, select the time zone where the employee works. This is a required field.
  12. In the Zendesk email box, type the email address the employee will associate with the Zendesk account. See Zendesk for more information.
  13. When finished entering information, select Save. A Save Completed pop-up window will open. If you select Cancel, BriteCore won’t save the entered information.