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How to Add a New Employee in Facilipay

You can add new employees to your Facilipay account to give them access to the Business Portal, reporting tools, or operational features. This ensures the right team members have appropriate access based on their role.

Before You Begin

✔ You must be logged into the Facilipay Business Portal.
✔ You need admin or account owner permissions to add new users.
✔ Have the employee’s full name and email address ready.

Step-by-Step: Add a New Employee

1. Log In to the Business Portal

Sign in to the Facilipay Business Portal using your administrator credentials.

2. Navigate to Employees

  1. From the left-hand menu, select My Business.

  2. Click Employees (or Users, depending on your portal version).

This section displays all current employees with account access.

3. Add a New Employee

  1. Click Add Employee (or Create User).

  2. Enter the employee’s:

    • First Name

    • Last Name

    • Email Address

The email address entered will be used for login and system notifications.

4. Assign Role & Permissions

Choose the appropriate role for the employee. Roles may include:

  • Admin – Full access to settings, reporting, and account management

  • Manager – Access to operational tools and reporting

  • Staff/User – Limited access based on operational needs

Select the role that best matches the employee’s responsibilities.

Tip: Follow the principle of least access — only grant permissions necessary for the employee’s role.

5. Select Branch (If Applicable)

If your business has multiple branches:

  • Assign the employee to the appropriate branch(es).

  • This ensures they only see and manage the locations relevant to them.

6. Save & Send Invite

Click Save to create the employee profile.

The employee will receive an email invitation prompting them to:

  • Set their password

  • Activate their account

  • Log in to the Facilipay Business Portal

What Happens Next

Once the employee activates their account:

  • They can log in using their email and chosen password.

  • Their access will match the role and branch permissions you assigned.

  • You can edit or revoke access at any time from the Employees section.

Managing Employee Access

You can return to the Employees section at any time to:

  • Edit permissions

  • Change roles

  • Disable or remove employees who leave the business

Disabling access immediately prevents login while keeping historical records intact.

Best Practices

  • ✔ Review user permissions regularly.

  • ✔ Disable access promptly when staff leave.

  • ✔ Use unique email addresses for each employee (avoid shared logins).

  • ✔ Assign Admin access sparingly.