How to add a new employee to the system | Confidence CRM

Documentation for the Employees module in Confidence CRM. Step-by-step guide on creating a new employee, filling out the profile, assigning roles and permissions, setting interface language, contact info, email signature, enabling 2FA, login access, custom fields, departments, and password generation.

Main menu → Staff → New Staff Member

After clicking on “New employee”, a form will open with several tabs for filling out the profile, setting permissions, and searching.

Basic Employee Information (Profile)
Section: Main Menu → Staff → New Employee → Tab "Profile"

This block contains the main employee data:
  • Profile photo
  • First Name (required)
  • Last Name (required)
  • Email (used as login)
  • Password (can be generated manually or automatically)
  • Hourly rate ($) – used for project billing
  • Phone
  • Facebook, LinkedIn, Skype
  • Interface language
  • Email signature
  • Text direction – Left-to-Right or Right-to-Left
  • Assigned departments
  • Send welcome email

Access Rights and Role (Permissions)
Section: Main Menu → Staff → New Employee → Tab "Permissions"
This section defines access rights for the employee:
  • Role: choose a predefined role (permission set)
  • Individual permissions: fine-tuned control per module and action
Key permission categories:
  • Customers: view, create, edit, delete (own / global)
  • Contracts, Credit Notes, Invoices, Estimates, Proposals – similar access levels
  • Projects: create/edit rights, manage milestones and timesheets
  • Tasks: including ability to edit/delete own/global timesheets
  • Reports: access to general reports including timesheets
  • Staff Roles & Management: full or limited access to staff controls
  • Knowledge Base, Products, Surveys, Goals, Mailer, Leads, Subscriptions, Items
  • Estimate Request: submit, view, edit requests
  • Chat Module: grant access to chat
  • Bulk PDF Export: export multiple entries to PDF

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