How do I add or edit Employees?

Modified on Thu, Apr 11 at 5:00 PM

Please Note:

If you use When I Work, we recommend that you connect that integration first. ResaleAI will pull in your employee records automatically! See this article for instructions.


 


To Add an Employee:


  • Open a browser like Chrome and sign in at team.resaleai.com with a manager/owner username and password.
  • Click Team On the left hand sidebar 


  • Click the Blue plus sign in the bottom right hand corner. 


  • Enter in First name, Last name, Email, Phone number, and any other information.
  • scroll down if needed
  • Hit Save.


The screen to add employees will look like so:


 


To Edit an Employee’s Information:



    • Open a browser like Chrome and sign in at team.resaleai.com with a manager username and password
  •  

    • Click Team on the right hand sidebar

  • Click on the desired employee
  • Click the pencil icon in the top right hand corner of their name    

    (Note: if you do not see this icon, ensure you have manager access, or have used your pin to access RAI's additional user-specific features)


  • Adjust their information as needed, then click save at the bottom


 


To Remove an Employee:


If you use When I work, You will want to make sure that the employee is deleted in When I work, or they will regenerate.


  • Go to the team tab on the right hand sidebar.
  •  Click on the employee you wish to delete.
  • Click the pencil icon in the top right hand corner. 


  • Click delete. 


 


Having trouble adding or editing employees?


Click the "Support" button in the bottom left corner of the screen or Email us at support@resaleai.com We are happy to help!

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