Staff Management#

The Section: Staff Management settings allow community users to manage staff accounts and permissions for their organization.

Features: Staff Management#

The Section: Staff Management settings allow you to:

  • View all staff members in your organization

  • Add new staff members

  • View staff details

  • Manage staff permissions

Location#

The Page: Staff Management settings page is located in the Settings Category: Settings category in the Item: Primary Sidenavigation menu.

Staff List Overview#

The Section: Staff Management page displays all staff members associated with your organization.

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Staff List Overview#

Staff Table Columns#

The staff table displays the following columns:

../../_images/staff-homepage-columns.jpg

Staff Table Column Headers#

Column Descriptions
  • First Name - Staff member’s first name

  • Last Name - Staff member’s last name

  • Email - Staff member’s email address

  • Status - Current status of the staff account

  • Action - Available actions for the staff member

Add New Staff#

To add a new staff member, Action: click the button.

../../_images/add-new-staff.jpg

Add Staff Button#

Add Staff Dialog#

The Add Staff dialog allows you to enter the new staff member’s information:

Required Fields
  • First Name - Staff member’s first name

  • Last Name - Staff member’s last name

  • Email - Staff member’s email address (used for login)

To cancel without adding a new staff member, Action: click the button.

Note

New staff members will receive an email invitation to set up their account after being added.