Staff Members

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Overview

Staff members are used to allow multiple users have access to your system and can be used to give different levels of access to each staff member.

Standard package comes with 2 staff member accounts. Extra staff member accounts can be purchased in the "My Account" section.

Administrator Sign In

To sign in to main account:

In username enter the main account username set during the sign up.

StaffMemberMainAccountSignIn.png

Staff Member Sign In

To sign into other staff member account:

In username enter main account username followed by a \ and then the staff members username.

StaffMemberSignIn2.png

Adding a new Staff Member

To add a new staff member:

Open to Settings -> Staff lists -> Staff Members

StaffMembers2.png

Click "Add New Staff Member" button

Enter Staff Details

  • Username: (required) Used for staff member to sign in.
  • Email: (required) Email address of staff member.
  • Active: When checked the staff member will be able to sign into their account, when left unchecked the staff member won't be able to sign in.
  • Staff Roles: Staff roles are used to manage staff members access levels. Tick the check boxes for roles you want this staff member to have access to. Staff members can have multiple roles and when no role is ticked the staff member will have no access.


AddNewStaffMemberPopUp.png

When you hit save, the new staff member will be added and an email will be sent to the staff members email address for them to set up their password.

Edit Staff Details \ Change Staff Members Roles

To edit staff details:

Open Settings -> Staff lists -> Staff Members

Select the Edit icon on the user you want to edit

StaffMemberEditDetails2.png


Update Staff Details

  • Username: (required) Used for staff member to sign in.
  • Email: (required) Email address of staff member.
  • Active: When checked the staff member will be able to sign into their account, when left unchecked the staff member won't be able to sign in.
  • Staff Roles: Staff roles are used to manage staff members access levels. Tick the check boxes for roles you want this staff member to have access to. Staff members can have multiple roles and when no role is ticked the staff member will have no access.

When you hit save, the staff member will be updated and any staff role changes will take immediate effect.

Reset Staff Member Password

To edit staff details:

Open Settings -> Staff lists -> Staff Members

Select the Send Link icon on the user you want to reset password for

StaffMemberResetPassword2.png

An email will be sent to the staff members email address allowing them to set a new password.