Adding A User to a Specific Department
Path 1: Client Admin->Regular Staff->Locations->Departments-> ‘>’ (Caret)->Users
Path 2: Regular Staff->Manage Regular Staff->Locations->Departments-> ’>’ (Caret)->Users
Step 1: Click the Add Person Icon
To begin, click the
icon to initiate the process.
Step 2: Select a User and Assign Them
From the presented list, select the desired user and click the
icon to assign them to the department.
By Invitation - Users can also be added from the Home page on the User Invitations tab
- Click the
to invite new or existing users to join the Regular Staff
- Once a user has accepted an invite, you will see
, and upon clicking this you will be prompted to add the user to locations/departments.





