Manage Employees

Workbase provides a simple and efficient way to manage your organization’s employees. Whether you’re adding new team members, editing existing employee details, or removing employees, the process is straightforward.

Adding an Employee

1. Click “Add”
   In the bottom left corner, click on "Add" and select "Add Employee."

2. Enter Email(s)
   Add one or more email addresses for the new employees you want to invite.

3. Assign Roles
   Select the appropriate roles for the new employees.

4. Send Invitation
   Click "Invite." Each employee will receive an invitation email with instructions to complete their account setup.

Deleting an Employee

1. Go to the Employees Page
   Click on the Team Icon in the navigation bar to access the Employees Page.

2. Select the Employee
   Choose the employee you want to delete.

3. Delete
   Click the three-dots icon in the top-right corner of the employee’s details page, then click "Delete." A warning prompt will appear to confirm the deletion.

Editing an Employee

1. Find the Employee
   Use the search bar on the Team Page to locate the employee you wish to edit by name, email, or department.

2. Open Employee Details
   Click on the employee’s name to access their details and begin editing.

3. Edit Information
   You can update the following information:

   • Personal Details: Name, contact info, etc.

   • Roles: Adjust roles to change their access and permissions.

4. Save Changes
   After making updates, click “Save” to confirm the changes.

5. Verify Changes
   Double-check the employee’s profile to ensure the updates have been applied correctly.