How do I add employees to my account?

Add employees to your account and easily update their information at any time

Whether you have 4 employees or four-hundred, you can easily add or update their information to your account at any time. Adding them to your account takes only minutes. Find out how below!

Adding Employees to your Account

  • Login to your account
  • Click on Employees in the top navigation bar
  • In the upper right-hand corner, click Add Employee
  • Fill out their information in the fields provided—all fields must be filled out in order to continue
  • When you are finished, click Create
  • Review the information and click Save


Once you've added an employee, they will be notified via email on next steps

Adding sales rep employee gifs

Updating Employee information

  • Login to your account
  • Click on Employees in the top navigation bar
  • Select the employee you are updating
  • Change their name, email and/or phone number and click Save