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Assign an access profile to an employee
Assign an access profile to an employee

How do I give an employee an access profile?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

In order for a user to access the software, he/she must first be created as an employee. Before the activation, check that the employee's record :

  • Have a valid email address, in order to receive the activation email that will allow them to complete the creation of their account;

  • That this email address be defined as Office type;


Step 1: Go to the "Admin" tab and select the "Employees" tile in the Access Management category.

Step 2: Select your employee by double clicking on his name and then go to his "Employee record".

Step 3: Check the "Access Control" box and add the profile you want to give to the employee.

Step 4: Save your changes by clicking on the green check mark.

CChecking the access control activation box will send an activation email to the specified email address so that the employee can create a password and access the software.


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