---
title: "02. Adding an Employee/User"
slug: "02-adding-an-employeeuser-1"
updated: 2026-08-27T19:32:46Z
published: 2026-09-23T12:58:03Z
canonical: "wiki.cobblestonesoftware.com/02-adding-an-employeeuser-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 02. Adding an Employee/User

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**02. Adding an Employee/User**

*03. Admin User Manual › Employee/User Management › 02. Adding an Employee/User*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

A new employee/user account is created from Directory > Employees using the "**Add**" button, which opens a short **License level** step before the full record form. The **License level** step names the level (e.g. Admin) and shows current sessions for that level against the system's maximum seat count, so an administrator can confirm a seat is available before continuing. The full **Add** Employee form that follows is an 8-step wizard — **Details**, **User Account Details**, plus several organization-specific custom-field sections and a final Record Info step — and can be saved as a draft partway through or completed and saved as a full record.

# 2. Key Elements

- From Directory > Employees, the "**Add**" button in the top right starts the flow; the first screen asks only for the new account's **License level** and shows that level's current session count against the license's maximum.
- Clicking Continue opens the full **Add** Employee form, organized into numbered steps shown in a right-hand rail (**Details**; **User Account Details**; any organization-specific custom sections; and Record Info).
- The **Details** step captures core identity and contact fields — First Name and Last Name (required), Email Address (required), Title, Address, phone numbers, and a **Department/Business Unit** picker (required) that can also **add** a new department inline.
- The **User Account Details** step sets the sign-in and access basics for the new account: **Username**, **Password**, **License Level** (carried over from the first screen), Delegate Tasks To, Force **Password** Reset on Login, Regional Setting (required), Languages, and Sys Admin.
- "**Save as draft**" and "**Save Record**" are both available from any step, and each section in the right-hand rail can be jumped to directly rather than stepping through sequentially.

# 3. Quick Reference Summary

[TODO: content needed]