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Employees

Last post 02-26-2014 8:33 AM by Method_Greg. 1 replies.
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  • 02-25-2014 1:36 PM

    Employees

    When a new user is added to Method, how do I set the person up as an employee, so I can add their name to a calendar event from Outlook?

  • 02-26-2014 8:33 AM In reply to

    Re: Employees

    Hello,
        I don't know of a way to make a User, which is basically a login credential, to become an employee.  It does work the other way.

         You can create employees though the QuickBooks tab group.  You will find a list of employees on Employees -> Employee List.  From here you can add additional employees.  When you go to Customize -> Users, you can select the 'Invite existing employees' option and add the new employee as a user.
         Users can also be assigned Sales Rep's.  You can create sales reps. from employees by going to Lists -> Sales RepYou select the employee from the Name dropdown, enter initials and save.  Then under the Users edit screen in Step 1, you can assign the Sales Rep to a user.  Now everything tassigned to the User, is also assigned to the Sales Rep.

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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