Managing Employees
To get a list of all your employees, go to the contacts tab and filter by account type employee. Above their name will be their role- either Owner, Admin or Member.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-09-29-at-191341_150rqy4.png)
From here, click on the employee you want to manage.
To edit their details, select Actions and Update Basic Details.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-09-29-at-191103_1s2rrf9.png)
The following modal appears allowing you to edit details including the employee's name, role, group and adviser split.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-09-29-at-191159_rfmtbh.png)
Information on employee permissions is available here.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-09-29-at-191341_150rqy4.png)
From here, click on the employee you want to manage.
To edit their details, select Actions and Update Basic Details.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-09-29-at-191103_1s2rrf9.png)
The following modal appears allowing you to edit details including the employee's name, role, group and adviser split.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-09-29-at-191159_rfmtbh.png)
Information on employee permissions is available here.
Updated on: 29/09/2023
Thank you!