Adding new staff only takes a few quick steps.
You may also add new staff in bulk. See our separate article here on steps to complete that action.
Step-by-Step Instructions
- First, click on the Staff link in the left navigation. This will display a list of staff that are setup for your organization
- Then on the top right side of the list click on the +New Staff button to add new staff members
- You can choose to create a single staff or upload a CSV file with a list of your staff. Review the add new staff by group or in bulk if you'd like to add more than one at a time!
- For single staff creation, click on the +Add New staff field in the new staff dropdown. The Add New Staff page will be displayed
- Enter the required field for the staff and choose the role of the staff member. The role selected will determine the access and the data rights of the staff you are creating
- Click on the Create button to create a new staff member
- You will see the newly created staff on top of the staff list
- The staff will also receive a welcome email with instructions on how to set up their account
- Click on the newly created staff to see a detailed view of their profile. On this screen, you can:
- Edit staff information
- Reset their password
- Enable or Disable their account
- Resend activation email