Employees Tab on the left

Add Employee

Add Employee Information (Abbreviated Name is use when a short description is best)

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