How to create an Admin employee account

What is an employee account?

Employee accounts also called Admin accounts can be created for each admin managing bookings
at the corporate end. This account type would be able to view all bookings entered.

Corporate Super Admin accounts can create and control what permissions Employee accounts have.
Information can be limited based on location, customer entity, and information visibility.

In this article, you will learn how to create and manage employee accounts.

An employee account can be created to support the following workflow scenarios:

The corporate has multiple admin personnel who need access to the Indecab Dashboard.
The corporate has multiple branches and needs to create login accesses for each branch.
Create multi-level logins with different levels of access to the Indecab dashboard.

1 - Adding an employee

To get started, go to Masters and click on Employees. Click on 'Add employee'.
Once the page loads add in the employee details as needed. Please note you need to enter an email
address as a username.

2 - Creating the employee user

Once you have added an employee you need to create a user that enables them to log in. To create a
user, move your mouse over the small gear icon and click on ‘Create user’.

The employee can now log in to Indecab using their email ID entered as their username. The default
password would be 'dummy' and that can be changed using the 'Reset password' option from the small gear icon menu.

3 - Controlling Employee Access/Managing Permissions:

Once you have created the employee user account, you need to set the

- Permissions (Allowing the user to access specific sections of the account)
- Information visibility (Controlling the type of bookings the employee can view/manage)

Permissions: You can set permissions by moving your mouse over the small gear icon menu and clicking on ‘Manage permissions’. Click on the checkboxes to grant permissions to that action or section.

Information visibility:

You can control an employee’s access to booking information using the 'Account Access/Visibility &
Settings’ section. Click on the employee name and scroll to this section.

1 - Assigning branches

To associate an employee to a specific branch, you need to have created a branch created in the Masters - My Branches section. You can then select the branch from the branches drop down in the ‘Account
Access/Visibility & Settings’ section. Once done, this employee will only be able to see bookings that
are associated with these branches.

2 - Customer entity visibility

To associate an employee to a specific customer entity select the customer from the Customer drop
down in the ‘Account Access/Visibility & Settings’ section. Once done, this employee will only be able
to see duties/create duties for these customers.

Employee accounts are different from Booker/Passenger accounts.

Learn more about Understanding corporate accounts and their structure here.

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