Admins can create as many offices or studios as you’d like on the Company Portfolio page. Offices and studios can be location or typology specific. Each firm is required to have at least one Office/Studio.
PermissionsAdministrators have the ability to add new employees, change permission levels, and remove employees from the Employees tile on the Company dashboard. To add new employees, click Add Employee on the Employees tile, enter the employee’s email and permission level, and click Save.
The new employee will receive an email inviting them to DDx and prompting them to complete their account set-up. They will automatically be added to your company record after completing set-up.
Change Employee Permission Levels
Users may be designated as an employee or administrator, with the following permissions:
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Step-by-step guides
Add New Employees
- Navigate to the Company Portfolio page and look for the “Employees” tile.
- Click “Add employee”.
- Enter employee’s email and permission level.
- Click “Save”.
The new employee will receive an email inviting them to DDx and prompting them to complete their account set-up. They will automatically be added to your company record after completing set up.
Change an Employee Permission Levels
- Navigate to the Company Portfolio page and look for the “Employees” tile.
- Locate the employee record you’d like to update and select a new “role” from the available drop down.
Remove Employees
- Navigate to the Company Portfolio page and look for the “Employees” tile.
- Locate the employee record you’d like to update and click the trash icon on the far right.
- Confirm your selection.
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To update an employee’s role and associated permission levels, locate the employee record from the Employees tile and select a new role from the dropdown menu.
Remove Employees
To remove an employee, locate the employee record on the Employees tab and click the Trash icon on the far right under Actions, then a pop-up window will ask you to confirm your selection.
