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RedTeam Flex - Add A New Employee

A RedTeam account will allow your employees to communicate, participate, and approve activities in RedTeam.

Updated over a week ago

It is important that your employees and members of your team have access to RedTeam for updates and communication. Creating a new account is easy. Once it has been created, you may give your employees access to specific functions in RedTeam.


Adding A New Employee


Steps:

  1. From the Employees menu, click the New (+) icon

  2. In the General Information section, fill in the required fields, such as username, email, role, etc.

  3. In the Location section, you can click "Use address from company" to auto-fill the form, then fill in the remaining required fields

  4. 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.

  5. In the Security section, assign the employee a password (they will be able to change it later when they log in)

  6. Click "Save"

  7. 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)

  8. Click "Save"

  9. Click "Send Email" to automatically send the new employee their login credentials in a RedTeam overview email

  10. Import Employees

You can also import employees using our import spreadsheet. To use the Import Download template:

  1. Click '+ New' in the Employees menu

  2. In Step 1 - Download Template, select Windows (MS Excel). This will download the template

  3. 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

  4. Lastly, press the Upload button after you have selected your file.

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