Employee management

To grant a user access to the system, you must first set up an employee record.

1. From the CPQ application left navigation area, select Administration.
2. From the top navigation bar, select Employee Management to create or view employee records.

Create an employee record

To create an employee record, select +. Complete the following sections in the detail view:

• Employee Information—Set values for employee name, title, contact information, and reporting structure.
• Address Information—Set values for the employee's contact address.
• Organizational Units—Assign an employee record to one or more organizational units in the hierarchy. For more information, read Organization structure.

View and edit an employee record

To view or edit detail information for an employee, select their first or last name from the list of employee records.