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Adding A Regular Staff User

Path 1: Client Admin->Regular Staff

ManageClientRegStaff

Path 2: Regular Staff->Manage Regular Staff

ManagingRegStaffPage

Adding An Existing User
Start by clicking the Add Person Icon icon to begin the process.

ClickAddRegStaffUser

From the list of available users, select the desired individual and click the Add Person Plus Icon icon to add them as a regular staff user.

ClickAddPersonPlus

Inviting New/Existing Users

- Click the InviteUsersIcon to invite new or existing users to join the Regular Staff unit. A single user can be invited or an excel sheet can be uploaded to mass invite users. Uploads should have column headers: Email, LastName, FirstName, BirthDate(Optional), SSN4(Optional), EmployeeId(Optional).

SingleUserInvitation MultiUserInvitation

- Users can also be added from the Home page on the User Invitations tab

UserInvitationsGrid

- Click the AddButton to invite new or existing users to join the Regular Staff

- Once a user has accepted an invite, you will see ApproveInvite, and upon clicking this you will be prompted to add the user to locations/departments.

AddNewRegStaffUserToLocationsOrDepartments