Add New Employee

The BraveLender platform allows administrators to create and manage employee profiles. This guide will walk you through the steps to add a new employee to the system, including assigning roles and permissions.

#Steps to Create an Employee

#Step 1: Access the Employee Management Section

• Log in to the system using your administrator credentials.
• Navigate to the Administrative section on the dashboard.
• Click on Employees.

#Step 2: Open the Add Employee Form

• On the Employees page, enter the employees admin email (i.e. the email they will use to access the system), click the Next button.
• This will open the team member creation form.

#Step 3: Enter Employee Details

• Fill in the required employee details, including:
  • First Name: Enter the employee's first name.
  • Last Name: Enter the employee's last name.
  • Phone Number: Enter the employee's contact number.
  • Position/Job Title: Specify the employee's role in the organization.

#Step 4: Assign Roles and Permissions

• Select the appropriate role for the employee from the Role dropdown menu (e.g., Administrator, Loan Officer, Accountant).
• Customize permissions if needed by selecting or deselecting specific access rights.

#Step 7: Review and Submit

• Review the entered details to ensure accuracy.
• Click the Add Employee button to create the employee profile.

#Step 8: Confirm Employee Creation

• A confirmation message will appear once the employee is successfully added.
• The new employee will now be listed on the table.

#Notes

• Ensure that the email address provided is unique and not already in use by another employee.
• Assign roles and permissions carefully to maintain system security.
• Encourage employees to update their passwords after their first login.

#Conclusion

By following these steps, you can efficiently create and manage employee profiles on the system. This ensures proper access control and streamlined administrative operations.

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