How to Add an Employee to Your Account

Delegating bookkeeping functions to your employees has been made easier with the Employee Management feature. Available for Gold and Platinum Subscribers only.

Kindly follow the steps below to add an employee to your Oze account:

Step 1

1. On the Home Page, click on the Hamburger Menu ☰
2. Click on settings
3. Click on Business

Step 2

1. Click on Employee Management
2. Click on all Employees
3. Click on the button below to “Invite New Employee”
   
   

Step 3

1. Click on any of the 3 roles to confirm if your new addition would be a Senior Manager, Manager, or Employee, and click Next
2. Complete the form with the Employee’s first name and last name, who the employee will report to, and the employee’s phone number and email address  then click on Review
3. Review all employee information and employee details 
   
   

Step 4

1. Click on Employee’s permissions to control the access to what the employee can do in the app by clicking on the Edit button by each channel and click on the Send invite button to provide employee login details and password via email and SMS
2. Click "Yes it is" to confirm the employee's phone number
3. Click on share invite to send a message to the employee via SMS or Whatsapp and click on Close

Kindly ensure that the employee downloads the app and uses the login option with the phone number used in creating the employee account and the password received by the employee via email or SMS. The employee does not need to create an account but just log in with the received details.

Congrats!!! Employee account created successfully