It is important that your employees and members of your team have access to your RedTeam Flex database for project updates, communication, timekeeping, and expense tracking. Creating a new account is easy. Once it has been created, you may give your employees access to specific functions in RedTeam by assigning them the appropriate role and permissions.
Adding A New Employee
Steps:
From the Employees menu, click the New (+) icon
In the General Information section, fill in the required fields, such as email address, role, etc.
If the email address this employee will use for communication within the database is different from the email they will use for their Unified Login account, uncheck the "Same as Login Email" box and enter their Company Email for communications purposes
In the Location section, you can click "Use address from company" to auto-fill the form, then fill in the remaining required fields
In the Payroll section, fill in the required fields, such as the division of your company they work for, their labor category, hourly rate, etc.
Scroll to the top of the form and Click "Save"
Click "Invite User" to send an email invitation to the new Employee that will allow them to create their new Unified Login account. They will use the email invite to create their initial password and login
Give the employee access to Projects by selecting the Customer Facilities you want them to be able to access (you can manage Facility access any time)
Click "Save"
Import Employees
You can also import employees using our import spreadsheet. To use the Import Download template:
Click '+ New' in the Employees menu
In Step 1 - Download Template, select Windows (MS Excel). This will download the template
Once the Template has been filled in(columns with an asterisk* are required). Drag the saved file to the dotted area or simply click + Add File
Lastly, press the Upload button after you have selected your file.
