Categorize Personnel

You can categorize your personnel through the following steps:

  1. Navigate to the Add Personnel page under Company Onboarding
  2. Under the Type field click the drop-down and select the categorization typeScreen_Shot_2022-12-21_at_3.02.57_PM.png

The three categorization types are Employee, Contractor and Non Employee. We recommend using the Non Employee category for any email addresses used as aliases and for every email address that does not fall under the Employee and Contract types, such as service accounts.

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