Add Staff Member - Member Solutions Knowledge Base

= 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.

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	3	= Add Staff Member =
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	6	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.
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	8	=== Step-by-Step Instructions ===
	9	==== Step 1: Navigate to the Staff Menu ====
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	11	From the main navigation, go to Staff
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	13	Click on Add New to begin creating a new staff record.
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	15	==== Step 2: Enter Staff Member Details ====
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	17	Fill in the required fields, including:
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	19	First Name and Last Name
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	21	Email Address (ensure this is correct–this is where their login invite will be sent)
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	23	* Phone Number this field is called //Primary// and is required
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	25	Add any additional optional details, such as address and date of birth.
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	27	==== Step 3: Create a Staff Login ====
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	29	While still on the staff member’s profile, locate the Login field.
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	31	Once their Login field is completed you can click on save.
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	33	The system will automatically send an email invitation to the staff member.
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	35	This email includes a secure link for them to set their password and access their account for the first time.
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	37	==== Step 4: Confirm the Setup ====
	38	Once the staff member has completed their setup:
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	40	Return to the Staff list to confirm their disabled status shows as No.
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	42	If the staff member hasn’t received their invitation email, ask them to:
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	44	Check their spam/junk folder, or
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	46	You can send the Confirmation Email from their profile page next to the Save button
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	48	=== Summary / Best Practices ===
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	50	Always double-check the email address before creating a login to ensure the invite goes to the correct person.
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	52	Assign appropriate Permissions to control what each staff member can access.
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	54	If a staff member leaves your organization, remember to disable their login
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