Progress: 27 of 30 Days
Day 27 Feature: Employees/Outsourcers
Today you'll learn where team members, employees, and outsourced staff are managed inside CDM.
As your business grows, this area allows you to organize user access and monitor employee activity.
Why This Matters
As you grow, team access helps you separate work instead of sharing one login.
Providing individual user accounts can help improve accountability, security, and workflow management.
Where to Click
This training will show you how to add employees, manage permissions, track login activity, and control what team members can access within CDM.
What To Do Inside CDM
Step 1:
Open the Employees Section
From the left navigation menu, click Employees.
Review the Employee Information area where team members are listed and managed.
Step 2:
Review Employee Management Tools
Explore the available employee management options, including:
- Add New Employee
- Employee Time Tracking
- Employee Status
- Employee Activity Actions
Become familiar with the tools available for managing team members.
Step 3:
Review Roles & Permissions
Click the Roles & Permissions tab and review how access can be assigned to different team members.
Take note of how permissions can help control what employees and outsourcers can access within the software.
Your Goal Today
Understand where team access is managed.
Need Help?
Review the available resources if you'd like additional guidance on employee management and permissions.
We're here to help you succeed.
Go to Next Action — Day 28: Use Training and Certifications ➡️
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