Add a new employee

If you have an employee that needs access to the Envoy Global platform, company users can easily add them from any page in the Envoy Global platform. By adding a new employee, you can choose to invite them to the account to collaborate on active casework or simply track their status information and invite them later when a new case is needed.

The Account Management team can assist company users with this step and can provide support for adding employees in bulk. 

To add a new employee account, follow the steps provided below. 

1. Create + on the navigation bar

2. New Employee from the drop-down list

   

3. Fill out the employee information. The required fields include first name, last name, email address, and the division they are in. If a company has multiple entities in the Envoy Global platform, be sure that the correct entity is selected. Other information such as job title, department, etc. can be filled in if relevant. 

   If the employee should have access to their account, check the box 'Invite user to create profile'. If they should not have access, uncheck this box but remember to invite them later on once a case is opened for them. 

   

4. Click Save.

   If you are ready to open a new case for the employee, view how to open a new primary case or for international casework, view the international assessment process.