To add a new employee, click on the "Manage Employees" page. You'll then see an "Add Employee" button in the upper right corner. In order to add the employee, you will need to enter his/her first and last name, email address, optional phone number, and select an employee group depending on the access levels you want available to that employee. You can then designate their Report Settings and set them as a Primary Contact for any given administrative function. The Primary Contact is used for Plastiq only in case we need to reach out to you on something regarding your business account.
How do I add a new employee?
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