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Adding A User to a Specific Department

Path 1: Client Admin->Regular Staff->Locations->Departments-> ‘>’ (Caret)->Users

ManageClientRegStaffLocDeptUsers

Path 2: Regular Staff->Manage Regular Staff->Locations->Departments-> ’>’ (Caret)->Users

ManagingRegStaffLocDeptUsers

Step 1: Click the Add Person Icon
To begin, click the Add Person Icon icon to initiate the process.

UserAddPersonClick

Step 2: Select a User and Assign Them
From the presented list, select the desired user and click the Add Person Plus Icon icon to assign them to the department.

ClickAddPersonPlus

By Invitation - 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