Introduction
Creating and editing employer contacts in Bud Systems is essential for maintaining accurate and up-to-date records. This guide helps employer administrators and operations managers efficiently manage employer contacts, ensuring seamless communication and organization. Users can add new contacts, update existing ones, and assign roles as needed. By following these steps, you can streamline your workflow and enhance data accuracy.
User Roles
- Employer Administrator - can create and edit contacts
- Operations Manager - can create and edit contacts
- Trainer - can create contacts only, unable to edit contacts
How to: Create and Edit Employer Contacts
The video below shows how to access the relevant area within Bud to create and edit employer contacts:
Please note:
- It is possible to have as many employer contacts as you desire against a location to support your delivery.
- Only one employer contact can be assigned to a learner at any one time.
- Shared emails should not be used to register employer contacts. An email address should only be used for one employer contact's account.
- If the email address is used at multiple employer locations, it should only be used to register the same employer contact.
- You are unable to delete an employer contact. If you wish for a contact to no longer be used please update details with information such as 'DO NOT USE'.