One of the first things you will want to do as an admin is setup the other users. Whether or not they are going to be logging into MarketSharp, you will want to add them in as employees so you can do things like assign them to appointments, create an activity for them or report on them.
In order to add employees, you will need access to employee maintenance. As an admin, this will be available by default.
Navigate to Admin in the upper right and then select employee maintenance
Once in Employee Maintenance, click the Add New Employee button in the upper left.
**Note: Check the Show Inactive checkbox to see if you have imported employees. If you do, you can edit those employees instead of creating new ones.
Enter the new employees information. The red asterisks (*) indicate required fields.
Name – This is what the user’s name is within MarketSharp
Username – Used for logging into MarketSharp
Title – Title within the company
Email – Work email address recommended. Also needed if the user wants to be able to send emails using MarketSharp Email and if the user needs to reset his/her password.
Phone – Cell Phone recommended. Also needed if the user wants to receive texts from MarketSharp Texting
Mobile Only – Limits the user to only logging into the Mobile App or marketsharpm.com/mobile
Locked Out – Prevents the user from logging as well as keeping them active, but the user’s name is still available select.
Is Active – Inactivates the user. Preventing them from logging in and having their name available for selection. This will not remove the users name from past events such as appointments.
Employee Types – Templates that come with specific set of permissions. The more Employee Types the user has, the more access they will have throughout MarketSharp
Password – Minimum of 6 characters with at least one number.
Bio – Bios can be used to provide a little more information about the user. This most utilized in emails using merge fields
Picture – Max size: 100px X 100px. Formats have to be GIF, png or jpg. This most utilized in emails using merge fields