Managing Staff

Managing Staff

Introduction

This guide explains how to manage your staff members within your organization. You can view, create, edit, and deactivate staff members, as well as explore their roles and permissions.

Creating a New Staff Member

Step 1: Click on Admin > Staff.
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admin-staff

Step 2: Select Create New Staff.

create-new-staff

Step 3: Fill in the required details, including Role, First and Last Name, Email, Confirm Email, and Contact number. Optionally, add a customized welcome note.
Step 4: Click the Create New Staff button in the bottom left corner of your screen.

create-new-staff

Step 5: You will now receive a toast message as shown below.

staff-created-successfully

Step 6: An email with one-time temporary credentials will be sent to the new staff member, which they can change later.
Step 7: The staff member can log in using the given credentials and register on the SMSF Sorted platform to start using the system.

credentials-and-login-link-email

Inactivating Staff

Step 1: Click on Admin > Staff.

admin-connect

Step 2: Click the three-dot icon next to the staff member you want to deactivate and select Inactive.

inactive-staff

Step 3: Click Deactivate in the pop-up that appears.

deactivate-staff

Step 4: The staff member's status will change from Active to Inactive in the status column.

inactie-staff

Note: If the staff member has any active assignments, you won't be able to deactivate them. You must first mark their jobs as completed.

Editing Staff Details

Step 1: Click on Admin > Staff.

admin-staff

Step 2: Click the three-dot icon next to the staff member you want to edit and select Edit.

edit-staff

Step 3: Edit the details as needed in the appearing slider.
Step 4: Click Update Staff, and a confirmation toast message will appear in the bottom right corner of your screen.

update-staff

Step 5: You will now receive a confirmation toast message on your screen.

staff-updated-successfully

All the staff that you have created will be listed on this page, here's all that you can view on this page.

Viewing Staff

  • On this page, you can see a list of all your staff members with details including their Name, Email ID, Role, and Status.
  • To explore the Roles and Permissions of your staff, click the Roles and Permissions button.

  • To create a new staff member, click the Create New Staff button.

  • From the three-dot icon under the action column, you can edit staff details and change their status.

  • Utilize the search bar to find specific staff members by name.


staff-page


Viewing Roles and Permissions

Step 1: Click on Admin > Staff.

admin-staff

Step 2: Now click on Roles and Permissions.

roles-and-permissions

Step 3: A list of roles and the corresponding permissions granted will be displayed on the left side of your screen.

view-roles-and-permissions

Step 4: To return to the Staff page, click View Staff List.

view-staff-list

Roles & Permissions

This structure ensures that roles are defined with varying levels of access depending on their responsibilities within the firm, providing flexibility while maintaining control over specific functionalities. Here’s a breakdown of user roles and permissions in the portal:

Business Admin (Primary User)

Permissions: Has full access, including purchasing additional files and activating renewals.
Dashboard Access: Can view all jobs for the firm with all filter options active in the job queues.

Super User (Administrator)

Permissions: Can perform all actions except for making purchases.
Dashboard Access: Can view all jobs for the firm with all filter options active in the job queues.

Manager

Permissions: Can handle all job-related tasks but cannot perform administrative-only actions.
Dashboard Access: Can view and manage their own jobs, with an option to access all jobs within the queues.

Preparer

Permissions: Can perform all job-related tasks, but lacks access to administrative functions.
Dashboard Access: Can only view and manage their assigned jobs.

Partner

Permissions: Can perform all actions except for making purchases.
Dashboard Access: Same as Business Admin, with access to all jobs for the firm and all filter options within queues active.

To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.


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