http://forums.method.me/cs/forums/19.aspxUse this forum to ask questions, provide feedback or let us know about bugs/error messages with the Outlook Plug-In.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/21080.aspxWed, 26 Feb 2014 14:33:21 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:21080Method_Greg0http://forums.method.me/cs/forums/thread/21080.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=19&PostID=21080<p><span style="overflow:hidden;" id="mce_0_start">Hello,<br />&nbsp;&nbsp;&nbsp; I don&#39;t know of a way to make a User, which is basically a login credential, to become an employee.&nbsp; It does work the other way.<span style="overflow:hidden;" id="mce_18_start"></span></span><span style="overflow:hidden;" id="mce_0_start"><br />&nbsp;&nbsp;&nbsp;&nbsp; You can create employees though the QuickBooks tab group.&nbsp; You will find a list of employees on <span style="overflow:hidden;" id="mce_1_start"></span><strong>Employees -&gt; Employee List<span style="overflow:hidden;" id="mce_1_end"></span></strong>.&nbsp; From <span style="overflow:hidden;" id="mce_17_start"></span>here you can add additional employees.&nbsp; When you go to <strong>C<span style="overflow:hidden;" id="mce_4_start"></span><span style="overflow:hidden;" id="mce_3_start"></span>ustomize -&gt; <span style="overflow:hidden;" id="mce_3_end"></span>Users</strong>, you can select the &#39;Invite existing employees&#39; option and add the new employee as a user.<span style="overflow:hidden;" id="mce_19_start"></span><br />&nbsp;&nbsp;&nbsp;&nbsp; Users can also<span style="overflow:hidden;" id="mce_10_start"> be assigned</span> Sales Rep&#39;s.&nbsp; You can create sales reps. from employees by going to <span style="overflow:hidden;" id="mce_7_start"></span><strong>Lists -&gt; Sales Rep</strong>.&nbsp;<span style="overflow:hidden;" id="mce_15_start">You select the employee from the Name dropdown, enter initials and save.&nbsp; <span style="overflow:hidden;" id="mce_13_start"><span style="overflow:hidden;" id="mce_0_start"><span style="overflow:hidden;" id="mce_12_start"></span>Then under the Users edit screen in Step 1, you can assign the Sales Rep to a user.</span><span style="overflow:hidden;" id="mce_6_start"></span><span style="overflow:hidden;" id="mce_9_start"></span><span style="overflow:hidden;" id="mce_12_end"></span> &nbsp;</span>Now everything t<span style="overflow:hidden;" id="mce_15_start">assigned to the User</span>, is <span style="overflow:hidden;" id="mce_16_start">also </span>assigned to the Sales Rep. </span><span style="overflow:hidden;" id="mce_12_start"></span></span><span style="overflow:hidden;" id="mce_12_start"></span><span style="overflow:hidden;" id="mce_14_start"></span></p> <p>- Greg</p>http://forums.method.me/cs/forums/thread/21070.aspxTue, 25 Feb 2014 19:36:54 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:21070SALES-SUPPORT0http://forums.method.me/cs/forums/thread/21070.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=19&PostID=21070<p>When a new user is added<span id="mce_0_start" style="overflow:hidden;"> to Method</span>, how do I set the person up as an employee, so I can add their name to a calendar event from Outlook?</p>