Symbient Opta User Documentation
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How to Add Employees

Prerequisites: None Alternatives: None See Also: None

  1. Expand the Admin Menu Item. Select My Company. This will bring up the My Company screen.
  2. Make sure to review and update the General Tab info.
  3. Click the Save button if this is your first time on the page.
  4. Click on the Employees Tab.
  5. Click on the Add button. This will bring up the Add Employees Screen.
  6. Fill in all required information .
  7. Press the save button to save your work.

Here you will enter information for each employee that will be using Symbient Opta.

The required data fields are:
  1. Customer/Company ( This should be your company)
  2. First Name
  3. Last Name
  4. Email
  5. Username

The Optional fields include:
  1. Password (not required to enter for a new user, the user can set this up later on sign up)
  2. Address 1 and 2
  3. City
  4. State
  5. Zip
  6. Country
  7. Phone
  8. Timezone (Set to the new users timezone and will affect calendar events for the user)
  9. Reports To
  10. Employee Type
  11. Employee Status
  12. Employee Department
  13. Employee Designation
  14. Image Logo ( The logo can be replaced by an upload of your companies logo)

There are two important checkboxes under this column for new users.
  1. Is Active (indicates that this user is active in the system).
  2. Has User License (allocates/deallocates one of the user licenses)
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