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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