Make sure you are adding your positions before you are adding your employees. You will need to assign an employee a position before you can finish adding that employee. 


Go to Manage



Click the "Positions" Tab



Click Add Position Button



Fill Out New Position Information


  • Job Title
  • Description (optional)
  • Security Level of New Position
    • User - Access only to direct assignments and information
    • User Manager - Have access to the users they manage and can assign training, reviews, inspections and incidents
    • Company Manager - Have access to all employee information, but no access to sensitive information like billing and preferences
    • Administrator - This role has FULL permissions and access and should not be assigned to those that do not need FULL permissions and access


Click Save Changes