When you try to add a company user, the employee drop down list connects an employee to the user account being created.
Sometimes, when you try to add a company user you may find the employee in question is not in the list - this will be because of one of three reasons:
- The employee in question is not in your employee list or has been deleted or archived - if you wish to re-enable them, you can go to People > Employees > View archived employees and click Restore
- The employee in question already has a user account
- The employee in question does not have a work email address defined – you will need to enter a work email address on the employee file and try again.
If option 3 is the issue, you can add a work email address by going to People > Employees and selecting the employee in question. Then scroll down to the Edit option:
Once in the Edit screen, select the 3rd option along the top, labelled Job Details - on this screen you will find the Work Email option: