Navigate to Employees > + New Employee

Add Employee Information (Abbreviated Name is used on the main Schedule page)

Add as many roles as wanted (these are used for scheduling people primarily)

Select Permission Level (the hourglass next to Permissions describes the levels)

Disable Employee is for employees who you no longer want in the system.

If this employee will be sending emails from their personal account rather than the default account (like [email protected]), their email server credentials should be included here. Note - if you have your main account configured to go through Sendgrid these will all need to be configured as sendgrid sub accounts - Sendgrid Configuration Specs

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If you plan to import a full list of employees, see below for required fields for your data file: • First Name
• Last Name
• Abbreviated Name or Initials
• Address Line One
• Address Line Two
• City
• State
• Zip
• Email
• Secondary Email
• Phone Number
• Secondary Phone Number
• Team
• Password (login password for Airstudio access)
◦ If you choose not to create passwords for your employees, they will have the opportunity to set up their own passwords when they log in.
• Permission
◦ Only one permission level may be applied to each employee
• Roles (multiple roles may be applied to employees)
◦ To apply multiple roles to an employee via a data import, separate each role with a comma.
Create new columns if you want to add any other Custom Fields to the employees, such as:
• Nickname or Preferred Name
• Birth date
• Start date

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