Add Staff Member

This guide walks you through the process of adding new staff members to your account. When adding a new staff member, it’s important to ensure they have their own login so they can securely access the system. Creating a staff login automatically sends an email invitation to the new staff member, prompting them to set up their password and access their account.

Step-by-Step Instructions

Step 1: Navigate to the Staff Menu

1. From the main navigation, go to Staff

2. Click on Add New to begin creating a new staff record.

Step 2: Enter Staff Member Details

1. Fill in the required fields, including:

   • First Name and Last Name

   • Email Address (ensure this is correct—this is where their login invite will be sent)

   • Phone Number this field is called Primary and is required

2. Add any additional optional details, such as address and date of birth.

Step 3: Create a Staff Login

1. While still on the staff member’s profile, locate the Login field.

2. Once their Login field is completed you can click on save.

3. The system will automatically send an email invitation to the staff member.

   • This email includes a secure link for them to set their password and access their account for the first time.

Step 4: Confirm the Setup

Once the staff member has completed their setup:

1. Return to the Staff list to confirm their disabled status shows as No.

2. If the staff member hasn’t received their invitation email, ask them to:

   • Check their spam/junk folder, or

   • You can send the Confirmation Email from their profile page next to the Save button

Summary / Best Practices

• Always double-check the email address before creating a login to ensure the invite goes to the correct person.

• Assign appropriate Permissions to control what each staff member can access.

• If a staff member leaves your organization, remember to disable their login