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Making an employee a User is as easy. From the web panel, go to:

  • Menu > Directory > Employees > Select the Employee > click on App Access checkbox on the right and assign them a username and an email address and a Role.
  • You can define the Roles (what they can see/do/edit) in Settings > Company Settings > Roles.

 

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Employees, like other contacts, can be added multiple ways.  You can add them manually or import them.

To Add an Employee, go to the Menu > Directory > Add New… > Select Employee.

To Import a list of Employees, go to Menu > Directory. On the right side you will see a column that represents each contact type.  In the dropdown is an import template that can be used to import the data into the system.  Use the same dropdown to import the data.  If the import turns out to have mistakes or you want to remove it, click on the Previous Import option to remove it. More about importing contacts can be found here: https://contractorforeman.com/knowledge-base/importing-contacts/

  • You can also add an image for the employee to help you put a face to the name, you can do so by clicking on “Add an Image”
  • Training & Certifications can be uploaded & attached to the employees Profile by clicking on “Add an Attachment”
  • The new popup allows you to click “Add Files” to select the files from your computer or you can drag and drop them into the popup.  Once you do so, click Upload All files. Depending on the file size, it could take several minutes for the files to transfer.  Once finished, you are taken back to the details screen.  Click Submit to Save the files.
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Managing Users:

It is important to know the difference between Users and Employees. Users have their own personal login and can add and modify and view features within Contractor Foreman based on Role Permissions. Employees are people within your company that may or may not have any access to Contractor Foreman. You can have an unlimited number of employees but Users are the licenses you paid for.

To Add Additional Users:

From the Dashboard Screen you can view how many licenses you have and how many licenses you have available to assign to new Users. You can also add more Users by clicking on this link to upgrade your account:  https://contractorforeman.com/buymore-dashboard/

Go to Main Menu and Click on Directory on the left side of the screen.

Click on an existing employee (see Adding employees if you do not have any yet).  If you have additional licenses to use and if the employee already exists that you wish to make a user, click on that employee record and click the green pencil icon to modify the record. Then fill out the right side of screen. Be sure to click the App Access button. Fill out the Username, Password, Role and be sure to check the drop down called “User Has Access To.” This is also where you can reset the password or change the Username or Role for your Employee; or disable access.

To Add Additional Employees:

There are two ways to add employees.

  • Use the .csv template import (See help for Importing Contacts .csv import.)
  • Add manually by clicking add employee.

To add an Employee manually, click on Directory in main menu on the left. Then click select employees. Select the blue “Create a New Employee” button. The required Fields have a red Asterisk (*) next to them. If you have set up “Groups” in Contractor Foreman, you can select the appropriate group for that employee. Groups can be set up to create groups of employees that do similar tasks such as Roofers, Framers or Office staff. This helps reduce duplicate data entry and keeps your company organized.

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