Skip to Content

Wiki source code of Add Staff Member

Last modified by David Stadnyk on 2026/05/01 17:15
Show last authors
1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 = Add a Staff Member =
4
5 This article walks through the process of adding a new staff member to the system. Creating a staff login automatically sends an email invitation to the new staff member, prompting them to set their password and access their account.
6
7 ----
8
9 == Navigating to Staff ==
10
11 1. Click **Staff** in the left-hand navigation sidebar.
12 1. Click **Add New** in the top right of the Staff Search page.
13 [[image:1777655494209-479.png]]
14
15 ----
16
17 == Filling in Staff Details ==
18
19 The **Add Staff** screen contains the following fields:
20 [[image:1777655521942-569.png]]
21
22 === Profile Photo ===
23
24 A placeholder profile image is displayed by default. Click **Use Webcam** to take a photo, or **Upload File** to upload an image from your computer.
25
26 === Staff Information ===
27
28 |=Field|=Description
29 |**First Name** //(required)//|The staff member's first name.
30 |**Last Name** //(required)//|The staff member's last name.
31 |**Gender**|The staff member's gender.
32 |**Street / City / Country / Province/State / Postal Code/Zip**|The staff member's address.
33 |**Primary** //(required)//|The staff member's primary phone number.
34 |**Secondary**|An optional secondary phone number.
35 |**Email** //(required)//|The staff member's email address. This is where their login invitation will be sent — ensure it is correct before saving.
36 |**Reminders**|Set a reminder preference for the staff member.
37 |**Date of Birth**|The staff member's date of birth.
38 |**Slogan**|A short personal slogan displayed on the staff member's profile.
39 |**Bio**|A longer biography is displayed on the staff member's profile.
40 |**Emergency Contact 1 / 2**|Emergency contact names and phone numbers.
41
42 === Additional Fields (left panel) ===
43
44 |=Field|=Description
45 |**Staff ID Number**|An optional internal ID number for the staff member.
46 |**Since**|The date the staff member joined. Defaults to today's date.
47 |**Login**|The staff member's login username. Once saved, the system will automatically send an email invitation to the address on file with a secure link to set their password.
48
49 ----
50
51 == Saving ==
52
53 Click **Save** to create the staff member record. If a **Login** has been entered, the system will display a confirmation message stating: //"A confirmation email has been sent to the email address on file."// The staff member will receive an email with a secure link to set their password and access their account for the first time. A **Resend Confirmation Email** button also appears, which can be used if the staff member did not receive the original invitation.
54
55 ----
56
57 == After Saving ==
58
59 Once the staff member has been created:
60
61 * Return to the **Staff** list and confirm their **Disabled** status shows as //No//.
62 * If the staff member hasn't received their invitation email, ask them to check their spam/junk folder. You can also click the **Resend Confirmation Email** button on their profile to send it again.
63 [[image:1777655544226-260.png]]
64
65 ----
66
67 == Best Practices ==
68
69 * Always double-check the email address before creating a login to ensure the invitation goes to the correct person.
70 * Assign appropriate permissions to control what each staff member can access.
71 * If a staff member leaves your organization, **remember to disable their login promptly.**
72
73
74
75 {{include reference="KBSupportCTA.WebHome"/}}