Employees are the user accounts that grant access to the CRM, Agent Portal, and Admin Portal. Use the Employees page to add new employees, assign them to teams and roles, and manage their access settings.
Availability: All clients Required permissions: employee:list, employee:read (to view); employee:create (to add); employee:update (to edit)
From the Admin Portal sidebar, select Employees (beta toggle: under the Workforce group). The employee list displays all employees for your company in a table.
| Column | Description |
|---|---|
| ID | The user ID associated with the employee. Select to open the employee detail page. |
| First Name | The employee's first name. |
| Last Name | The employee's last name. |
| Username | The email or username used for authentication. |
| Job Name | The employee's job title or position. |
| Teams | Teams the employee is assigned to, displayed as a comma-separated list. |
| Roles | Roles assigned to the employee, displayed as badges. System roles (super-admin, api, and Peach-internal roles) are hidden from this list. |
| Investors | Investors the employee is assigned to. If an employee has no investor assignments, they can access all loans. If assigned to one or more investors, they can only access loans belonging to those investors. |
Use the search bar to find employees by first name, last name, employee ID, user ID, or external ID (prefix external IDs with ext-).
- From the Employees list, select Add employee.
- Fill in the employee and authentication details (see field reference below).
- Select Add to create the employee.
You're redirected to the employee's detail page after creation.
The fields displayed on the add employee form depend on your company's authentication configuration. See Authentication-dependent fields for details.
Caution: Changing an employee's email or phone in Employee details updates their profile record only — it does not update their login credentials. To change the credentials used for authentication, contact Peach support.
The employee detail page has two independently editable sections: Employee details and User details. Each section has its own Edit and Save buttons, so you can update one section without affecting the other.
- From the Employees list, select an employee's ID to open their detail page.
- In the Employee details section, select Edit.
- Update the fields you want to change.
- Select Save employee to apply changes, or Cancel to discard.
- From the employee's detail page, scroll to the User details section.
- Select Edit.
- Update the user's Status or Roles.
- Select Save user to apply changes, or Cancel to discard.
| Field | Description | Required | Values / Format |
|---|---|---|---|
| First name | The employee's first name. | Yes | Text, 1-50 characters |
| Last name | The employee's last name. | Yes | Text, 1-50 characters |
| Job name | The employee's job title or position within your company. | No | Text |
| The employee's email address. Also used for authentication if your company uses email-based login. | Conditional | Valid email address | |
| Phone | The employee's phone number. Used for 2FA or phone-based authentication if configured. | Conditional | US phone number format |
| Manager | The employee's direct manager. Select from existing employees. | No | Dropdown |
| Teams | Teams the employee belongs to. An employee can be on multiple teams. | No | Multi-select |
| Investors | Investors the employee is restricted to. When set, the employee can only access loans belonging to these investors across all portals. | No | Multi-select |
| External ID | Your company's internal identifier for this employee. Read-only after creation. | No | Text |
The following are shown read-only in the Employee details section on the detail page:
| Field | Description |
|---|---|
| Employee ID | The Peach-assigned identifier for the employee. |
| Created at | The date and time the employee record was created. |
| Last updated | The date and time the employee record was last modified. |
| Field | Description | Required | Values / Format |
|---|---|---|---|
| Status | The user's account status. Set to Inactive to disable access without deleting the employee record. | Yes | Active, Inactive |
| Roles | Permission roles assigned to the user. A user can have multiple roles, and permissions are additive across all assigned roles. | No | Multi-select (system roles excluded from list) |
The following user fields are read-only:
| Field | Description |
|---|---|
| User ID | The Peach-assigned user identifier. |
| Authentication method | How the employee logs in, determined by your company's configuration. |
| Username | The username used for authentication. |
| Created at | The date and time the user record was created. |
| Last updated | The date and time the user record was last modified. |
The add employee form shows different fields depending on your company's authentication type:
| Authentication type | Additional fields shown |
|---|---|
| Basic (email + password) | password (required), Username (required if auth value type is not email) |
| SAML | SAML subject name ID (required) |
| One-time code (phone) | Phone (required) |