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

Setting up a new employee in TPS Cloud Axis involves adding the staff member to the system and activating their subscription. The process consists of logging into the TPS Cloud Axis App, adding the employee, and then requesting the manager user to access the Admin Center to 'Activate' and 'Invite' the employee.

Adding a New Employee from TPS Cloud Axis App:

1. Log into TPS Cloud Axis App using your credentials.
2. Navigate to the Employee List.
3. Click on the Add Employee icon in the upper-right corner.
   
4. In the General tab, enter the following required details:

   • Employee ID

   • Office

   • Employee Type
     

5. Click Create Employee to proceed.
6. Switch to the Personal tab and enter the employee’s First and Last Name and click Save Changes.
7. In the Address tab, enter the employee’s Email Address, which will be used for login credentials upon activation, then click Save Changes .
8. Go to the Rates tab to specify the employee’s Standard Rate. Create each of the different Standard Hourly/Units Rates for the specific employee by clicking on the Add icon and Save after each entry.
9. Manage the employee's access to various sections and actions by configuring permissions in the Permissions tab - Edit Right for each section/subtab: 
   • Clients
   • Client Logs 
   • Employees 
   • Time
   • Reports
   • Workflow
   • Tools
   • Sync
   • Client Portal
   • Email
   • Signatures
   • Other
     Click Save after making changes in each tab.
     
     

Activating and Inviting the Employee - Admin Center:

1. The Manager or Admin user must access the Admin Center and Log In with their credentials.
2. Click on the Sync icon to reload the list updated with the information recently added in your TPS Cloud Axis App URL, and display the newly added employee.
    
3. Locate the employee and activate their license by changing the status under the 'Has License' column from 'Inactive' to 'Activate License'. This assigns a subscription license to the employee.
   
   
   
4. To invite the employee: 
   • Click on 'Invite' option locased under the 'User' column.
     
     
     

   • Select the email address from the drop-down list, confirm, and click on 'Invite User' to grant that email address access to the software. Once selected, an email will be automatically sent to that address with the login credentials (email address) needed to access the TPS Cloud Axis application.

     
     
     

By following these steps, the new employee will be successfully set up and ready to log in to TPS Cloud Axis App: https://app.tpssoftware.com/.

axis_support@tpssoftware.com    

Toll-free: 1- 888-877-2231

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