Add an Employee

Slingshot® user accounts may be associated with a business location (e.g. client or dealer location) by adding the Slingshot® user account to a client or dealer account.

Note:  Review Create a User Account for assistance with creating general Slingshot® user accounts.

1. Login to your administrator account.
2. Select the Manage menu then Client Information or Dealer Information as appropriate.

   

3. Select the location to which the user account will be added.

   

   Note:  Use the column search fields to assist with filtering locations as necessary.

4. From the business location page, select either
   • the Add Employee option from the options list to the right of the page, or
   • the Add button in the employee section.

     

5. Select one of the following options:
   Add an Existing Slingshot® Account

   To add an existing Slingshot® user account to the business location:

   Note:  Refer to Create a User Account for assistance with creating a user account.

   1. Use the Lookup bar at the top to search for an existing username.
   2. Select the Administrator checkup box if the user will serve as an account administrator for the business location.
   3. Select the Add button to associate the user account with the business location.
   Create a New Slingshot® Account

   To create a new Slingshot® user account for an employee:

   1. Type the employee's first and last name in the respective fields.
   2. Select the Administrator checkup box if the user will serve as an account administrator for the business location.
   3. Select the Create button at the bottom of the form.
   4. On the Manage Users page, select the Create User Account link.

      

   5. Enter the username for the Slingshot® user account.
   6. Create and verify the account password.
   7. Select the Confirmed and Active check boxes.
   8. Optionally, enable the check box options to assign specific security roles or software update abilities for the user.

Last Revised: Sep 2024