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.



Step 2: Select 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.



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



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.



Inactivating Staff

Step 1: Click on Admin > Staff.



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



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



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



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.



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



Step 3: Edit the details as needed in the appearing slider.

Notes
Note: You will not be able to Edit the Email address. For any use case when there's a need to update the email address, you can simply create a new staff.
Step 4: Click Update Staff, and a confirmation toast message will appear in the bottom right corner of your screen.



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


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