Add Supervisor Wizard Follow
Adding new supervisors to your account is simple and efficient using the Add Person wizard! Supervisors can be configured with permissions to view and/or edit employees. Their responsibility can also be limited to certain departments, thereby limiting which employee profiles they can access. People with a Supervisor role do not count toward your price plan's active employee limit. Only employee's can track time and attendance. If someone needs to perform both supervisor functions and track their time, they will need separate supervisor and employee profiles. Keep in mind, each profile must have a unique username and email address.
Notes:
- After following the steps below to add a supervisor to your account, access their profile, add their email address, and invite them to create their username and password (so they can access the cloud portal and/or smartphone app). An email address is required for any user logging in to the uAttend cloud portal or smartphone app.
- Supervisors can also be assigned a specific email address and/or phone number for alerts.
To add a supervisor to your account:
- Log in to the uAttend cloud portal with an administrator profile.
- Click on the People tab.
- Click the Add Person button toward the upper right corner.
- Click the drop-down menu and select Supervisor for the role.
- Enter a First Name and Last Name.
- Click one of the SAVE AND CLOSE button.
- Navigate to the Supervisors profile.
- Enter a Username and Email Address, if the supervisor will be logging into the web portal or smartphone app.
- Click the Invite Person link to send an email with a link to create their password.
- Update the supervisor's permissions as necessary.