Employee Setup: Adding and Activating a new Staff/Subscription in TPS Cloud Axis

To add a new employee/subscription, follow these steps:

1. Click the 'Add' icon in the upper right corner of the Employee List.
2. Fill in Employee ID, Office, and Employee Type under the General tab.
3. After clicking 'Save', you can proceed with the Personal, Address, Rates, and Permissions tabs.
4. Enter the employee's first and last name in the Personal tab.
5. Save the employee's email address in the Address tab, which will serve as their login credentials upon activation and invitation.
6. Utilize the Rate tab to specify the hourly or unit rate.
7. Manage the employee's access to various sections and actions by configuring permissions in the Permissions tab.
8. Log into the 'Admin Center' to Activate and Invite the user.
    
   • In the Admin Center screen, click on the 'Synchronize Employees' option to update the listing and view the new employee that was recently created.
      
     
     
   • Activate the Employee's License, under the 'Has License' column change the status from 'Inactive' to 'Activate License', this will assign a subscription license for the new employee.
     
     
     
   • Invite the Employee by selecting the email address under the 'Linked User' column. The 'Invite Employee' sends an invitation email with the login credentials to access TPS Cloud Axis App.
     

After completing these steps, the user can proceed to log in to TPS Cloud Axis and begin using the TPS Cloud Axis App at https://app.tpssoftware.com/. 

axis_support@tpssoftware.com    

Toll-free: 1- 888-877-2231

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