Add Staff Member
Last updated on May 01, 2026
Add a Staff Member
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.
Navigating to Staff
- Click Staff in the left-hand navigation sidebar.
- Click Add New in the top right of the Staff Search page.
Filling in Staff Details
The Add Staff screen contains the following fields:
Profile Photo
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.
Staff Information
| Field | Description |
|---|---|
| First Name (required) | The staff member's first name. |
| Last Name (required) | The staff member's last name. |
| Gender | The staff member's gender. |
| Street / City / Country / Province/State / Postal Code/Zip | The staff member's address. |
| Primary (required) | The staff member's primary phone number. |
| Secondary | An optional secondary phone number. |
| Email (required) | The staff member's email address. This is where their login invitation will be sent — ensure it is correct before saving. |
| Reminders | Set a reminder preference for the staff member. |
| Date of Birth | The staff member's date of birth. |
| Slogan | A short personal slogan displayed on the staff member's profile. |
| Bio | A longer biography is displayed on the staff member's profile. |
| Emergency Contact 1 / 2 | Emergency contact names and phone numbers. |
Additional Fields (left panel)
| Field | Description |
|---|---|
| Staff ID Number | An optional internal ID number for the staff member. |
| Since | The date the staff member joined. Defaults to today's date. |
| 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. |
Saving
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.
After Saving
Once the staff member has been created:
- Return to the Staff list and confirm their Disabled status shows as No.
- 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.
Best Practices
- Always double-check the email address before creating a login to ensure the invitation goes to the correct person.
- Assign appropriate permissions to control what each staff member can access.
- If a staff member leaves your organization, remember to disable their login promptly.
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