How do I add or edit Employees?

Modified on Thu, 11 Apr 2024 at 05:00 PM

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 support@resaleai.com We are happy to help!

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article