Add a staff member

Before you begin

• Have the staff member's name, email and phone number.
• Create the branches you need before assigning branch access.

Step by step

1. Open Staff and open the add-staff form.
2. Enter First Name, Last Name and Email.
3. Choose Role, then the Branch or Branches shown for that role.
4. Review the available permission options and enter Phone Number.
5. Submit the form and review the new staff record.

What happens next

The staff record contains the assigned role and branch access.

Helpful to know

• Assign only the access needed for the person's work.
• If no branches are available, set up the required branch first.