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How Do I link Users and Employees
How Do I link Users and Employees
Trevor Shaffer avatar
Written by Trevor Shaffer
Updated over 10 months ago

Linking users and employees in Redlist is an essential step to ensure that any work assigned to a user is visible to them when they log in to their account, either on the web or with a mobile device. Below are the steps to follow when linking a user and an employee:

Step 1: Navigate to the user page

To get started, click on "Admin" and then select "Users"

Step 2: Search for the user

Search for the user you want to link an employee to and click on their name

Step 3: Select an employee

In the employee dropdown, search for and select the employee's name.

Note - If the user's name is not found in the employee dropdown, check the "Create" checkbox. A new employee will be created using the user's name and email and will be linked to the selected user.

Step 4: Save

Once you have selected the appropriate employee, click on "Save" to complete the linking process

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