Employee Management

• Where can I see a list of my employees?
• How do I create a new employee?
• How do I edit an employee?
• How do I delete an employee?
• How do I make an employee inactive?
• What are employee permissions?
• How can I change employee permissions?
• What does it mean to make an employee an admin?
• What is the difference between an account owner and an admin?

Where can I see a list of my employees?

Click on the Settings tab and then on the Manage Employees link.

To view inactive employees click the Inactive employees link.

How do I create a new employee?

Click on the Settings tab and then on the Manage Employees link.

• Click the "New employee" link in the right sidebar.

How do I edit an employee?

Click on the Settings tab and then on the Manage Employees link.

• Click the employee name link, then the Edit employee link in the right sidebar.

How do I delete an employee?

Employees can be marked inactive, but not deleted. This restriction allows ServiceSidekick to maintain accurate history. To mark an employee as inactive:

• Click on the Settings tab and then on the Manage Employees link.
• Click the employee name link, then the Edit employee link in the right sidebar.
• Mark the employee as inactive and update the employee record.

How do I make an employee inactive?

• Click on the Settings tab and then on the Manage Employees link.
• Click the employee name link, then the Edit employee link in the right sidebar.
• Mark the employee as inactive and update the employee record.

What are employee permissions?

Employee permissions allow restricting an employee from performing certain actions. For example, a new employee might be restricted from deleting customer or job records.

How can I change employee permissions?

• Click on the Settings tab and then on the Manage Employees link.
• Click the employee name link, then the Permissions link in the right sidebar.

What does it mean to make an employee an admin?

An admin has full permissions to see all pages and perform all actions in ServiceSidekick.

Exception: Only the account owner can cancel the ServiceSidekick account.

What is the difference between an account owner and an admin?

Both the account owner and admins have full permissions in ServiceSidekick. The only differences are:

• Only the account owner can cancel the ServiceSidekick account.
• The account owner employee cannot be marked inactive.