FOLLOW THE Set-up wizard
Complete your personal profile, add your employees and send their account access by following our easy-to-follow Set-Up Wizard. The Set-Up Wizard will automatically appear on your Dashboard until you have completed your profile and added at least one employee.
Step 1: Update your Personal Profile
- Click on Update Profile.
- Enter your profile information.
- When you are finished, click the Save Details button on the bottom right of your screen.
- Click Save the Changes.
Step 2: Add Your Employees
- Click on the Add Employees button.
- Enter the first name, last name and email address for each employee. Click the + sign or "+ Employee" button to add additional employees.
- Keep "Employee Login Credentials" set to "Yes" to have the username and password emailed to each employee upon saving
- Click the "Save Employees" button.
- Click Save the Changes.
- You can see the date and time employee account credentials were sent.
- Click on the blue button with your company name in the top left of your main navigation to go back to your Dashboard.
- Click on the People section to view everyone who has been added to your company.
- Click on Business Services to see all everything available to you as part of your Exectras membership.