Directory: Managing employees

Global admins can manage employee access in the “Directory” tab, also called the “Employee Directory”. Here you can manually invite employees, set their permission levels, or delete them from your instance. You can also set up teams and team managers.

This article covers:

• Inviting employees
• Editing employees
• Deleting employees

Prerequisites:

• You must be a global admin in Kadence
• You must be using the Kadence web app

Inviting employees

Invited employees receive a “Welcome to Kadence” email to set their password, and there is no limit to the number of employees you can invite to your instance.

To invite employees to your instance, follow the steps below:

• Navigate to the “Directory” tab, click “Invite employees” in the top right-hand corner
• A pop-up will appear requesting the following information:
  • Employee email
  • Employee name
  • Employee permission level:
    • Global admin: Global admins can access the full extent of the Kadence platform. They can view and edit employees, buildings, as well as admin settings
    • Building admin: Building admins can access most of what Kadence has to offer, and are mainly assigned to manage buildings and employees. They cannot edit any admin settings
    • Team manager: Team managers are set up when creating and editing teams, and their permissions can be managed to allow or disallow them from creating and cancelling bookings on behalf of their team members. They cannot edit or view settings or buildings. See: creating teams
    • Employee: Employees are regular end users with the ability to book on behalf of themselves, as well as view their teams and colleagues. They cannot view or edit settings or buildings
  • Employee job title (optional)
• Once you are happy with the details entered you can click “Invite”
• If you are inviting more than one employee at a time you can tick the “Invite another” checkbox next to the “Invite” button

Invitation form:

Editing employees

• From the “Directory” tab, click on the employee you wish to edit
• Here you can view or edit the following information:
  • Employee name
  • Employee profile picture
  • Employee job title
  • Employee bio
  • Employee email
  • Role/Permission level
  • Employee Kadence
  • Any teams the employee is on. To edit teams, you will need to go to the “Teams” tab. See: editing teams
• Once you are happy with your changes, click “Save” in the bottom right-hand corner
• You can also view the selected employee’s bookings by clicking on “Upcoming Bookings” or “Past Bookings”

Deleting employees*

Manually added employees can be deleted at any time in Kadence. Delete employees one at a time by doing the following:

• From the “Directory” tab, click on the employee you wish to delete
• Click on the three dots (⋮) in the top right-hand corner
• Click “Delete user”
• You will be prompted to confirm the choice to delete the employee

Delete multiple employees at a time by doing the following:

• From the “Directory” tab, tick the checkbox next to the names of the employees you wish to delete
• Click “Delete Employee(s)” in the bottom right-hand corner
• You will be prompted to confirm the choice to delete the employee(s)

Example:

Note: Deleting employees will remove them from the system and delete all booking history associated.

*Employees will be automatically deleted from your Kadence instance by suspending or deleting them in your company directory. To find out more about Directory Sync see: Directory Sync