How Do I link Users and Employees

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