How to Set Up Your Employees in the MyExectras Portal
The myExectras portal has powerful features to help your business’s daily operations run smoothly.
One of the first steps to getting the most out of the portal is simple but effective– adding your employees into the system!
Start by logging into your myExectras account here.
Click the settings icon at the top of your screen and navigate to the “Employees” tab on the left sidebar.
The page that opens has a form where you can type in your employees’ first and last names and email. Choose what kind of account you want them to have, either an employee or an administrator account.
Set the Employee Login Credentials toggle to Yes if you’d like an automatic email sent to your employees that gives them login access and walks them through setting up a profile.
Click save and add the next employee!
Further down on this same page, you will see the complete list of all your employees in the system. From here, you can easily change their status from active to archived.
Considering Exectras Membership?
If you’d like to learn more about the functionality that comes with Membership and with it the myExectras portal, browse the articles listed under the “Categories” section in the sidebar. If you’d like to move forward with setting up an account, reach out to us here. We’d love to speak with you!