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How Creating New Team Member Users

Kickstart your team expansion with this detailed guide on creating new team members in Aesthetix. This article walks you through the entire process, from initiating member creation to assigning roles and permissions tailored to your organization's needs. You'll learn how to ensure that new members have the right access to tools and resources, promoting a collaborative workspace from day one. With practical tips and insights, this guide is perfect for managers and administrators looking to grow their teams effectively. Empower your organization by seamlessly integrating new members into your Aesthetix platform and setting the stage for success!

1. Navigate to "Settings."

1 Click on the element.

2. Select "My Staff."

2 Click on "My Staff".

3. Click on "Add Employee".

3 Click on "Add Employee".

4. Enter the employee's first name in the designated field.

4 Click on the element.

5. Provide the last name of the employee.

5 Click here.

6. Input the employee's email address.

6 Upload

7. Add the employee's phone number.

7 Upload

8. After, Include the extension if applicable.

8 After, click on the element.

9. Select the relevant calendar for the employee.

9 Click on "Select Calendar".

10. Click "Save" to proceed.

10 Click on "Save".

11. After that, click on "Roles & Permissions".

11 After that, click on "Roles & Permissions".

12. Next up, choose the appropriate user role for the employee.

12 Next up, click on the element.

13. Afterwards, define the data visibility scope for the employee.

13 Afterwards, click on "All Records".

14. Finalize by clicking "Save" again to confirm.

14 Click on "Save".

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How Creating New Team Member Users | Aesthetix CRM