Add an Employee to Your Account
To add an employee to your account
Click on the settings icon in the side navigation (icon shown above)
Click on Employees, then Manage Employees
Click the Create Employee button
Fill out all the employees’ first name, last name and email address, etc.
Add their Releventful user role(s) to ensure they have the correct level of access.
If you want your employee to be given admin access to Releventful, choose Admin, otherwise choose Employee.
Give your employee an initial password
Type in a personal Welcome Message
Click Create to create the employee & send a welcome email or Create & Add to send a welcome email and then create another employee.
❗Important: all employee accounts must have unique email addresses.
Releventful User Roles / User Types
Releventful supports 8 user roles / user types to give you control over what your employees have access to in their account.
Contractor
Event
Invoice
Sales
Calendar Only (Professional Plan Only)
Scheduling Role (Professional Plan Only)
Admin
Account Owner
The Contractor role grants your employee full access to individual events throughout the entire sales booking processes and throughout the event planning process as well. The key with the contractor role is that they will ONLY have access to events they have been assigned to or events they are the sales rep on. This means they can see the lead in the sales pipeline, send them proposals, invoices, request payment, and they can access the portal and manage the event information.
The Event role grants your employee access to only the events they are assigned to. They will not have access to change the event details, view invoices, sales data, business reports, or any of the setup templates.
The Invoice role grants your employee access to manage events, change the event details, create proposals and invoices, view the business reports, and manage some of the setup templates.
The Sales role grants your employee access to manage events, change the event details, create proposals and invoices, view the business reports, and manage some of the setup templates, and view all of the leads in the sales pipeline.
ℹ️ Note: You can also automatically remove sales rep access from the portal after the event is booked by changing the Portal Sales Rep Setting in
Click on Settings in the side navigation
Click in Event Settings, then Portal Sales Rep
The Calendar Only role is a special role for employee scheduling. This role is for employee that ONLY need access to view their schedule and request time-off.
The Scheduling role grants your employee permission to schedule staff, approve/decline time off requests and access the employee scheduling reports.
The Admin role grants your employee full access to everything in Releventful. The only area they cannot change, cancel, or delete the Releventful account.
The account owner has full access to everything in Releventful including changing, cancelling, and deleting the Releventful account.
Adding a user role to an employee
To add a role to the employee start typing the role name in the User Roles text area and click on the Role to select it.
Removing a user role from an employee
To remove a user role from an employee, click on the X on the added user role to remove it, then Save your changes.
Adding an employee role to an employee
Employee roles are custom roles that you can create for scheduling your team. To add an employee role to your employee start typing the role name in the Employee Roles text area and click on the Role to select it.
Removing an employee role from an employee
To remove a employee role from an employee, click on the X on the added user role to remove it, then Save your changes.