How do I add or edit Employees?

Please Note:

If you use When I Work, we recommend that you connect that integration first. ResaleAI will pull in your employee records automatically! See this article for instructions.

To Add an Employee:

• Open a browser like Chrome and sign in at team.resaleai.com with a manager/owner username and password.
• Click Team On the left hand sidebar 

• Click the Blue plus sign in the bottom right hand corner. 

• Enter in First name, Last name, Email, Phone number, and any other information.
• scroll down if needed
• Hit Save.

The screen to add employees will look like so:

To Edit an Employee’s Information:

• 
  
  • Open a browser like Chrome and sign in at team.resaleai.com with a manager username and password
• 

   

  • Click Team on the right hand sidebar
  
  
• 
• Click on the desired employee
• Click the pencil icon in the top right hand corner of their name    
  
  (Note: if you do not see this icon, ensure you have manager access, or have used your pin to access RAI's additional user-specific features)

• Adjust their information as needed, then click save at the bottom
  

To Remove an Employee:

If you use When I work, You will want to make sure that the employee is deleted in When I work, or they will regenerate.

• Go to the team tab on the right hand sidebar.
•  Click on the employee you wish to delete.
• Click the pencil icon in the top right hand corner. 

• Click delete. 
• 

Having trouble adding or editing employees?

Click the "Support" button in the bottom left corner of the screen or Email us at [email protected].  We are happy to help!