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Step 1 : Go to your AltheaSuite account. Enter the User Id and Password, click on the Login button.

Step 2 : From the main menu option, go to Employees  > Employees.

Step 3 : Click on +New button on the top-left to launch New Employee page. 

Step 4 : Once you’ve clicked + New, you will see Add New Employee page. Enter the employee details (Name, Email, Phone Number etc).

  • Name: Add the employee’s first name. This is a mandatory field.
  • Last Name: Add the employee’s last name. This is an optional field.
  • E-Mail: Add the employee’s email address. If you are entering login details for the employee, email is a mandatory field, and will be used to reset a password if forgotten.
  • Phone : Add the employee’s phone number. This is an optional field.

Step 5 : Enable the Has Login checkbox, if you want this user to login with their own ID.

  • Login Id: Give the employee a user name to login to AltheaSuite. This is a mandatory field.
  • Password: Enter a password used to login.This is a mandatory field.
  • User Role: Assign a User Role to this employee based on the access to be given.

Step 6 : Click the Create button to complete the creation of your new user.

Note: Review your plan before creating new user, number of users are limited based on your current plan. You can change the number of users in your current plan by navigating to My Account > Change Number of Users.

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