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Adding A User To A Location

Path 1: Client Admin->Regular Staff->Locations->Users

ManageClientRegStaffLocUsers

Path 2: Regular Staff->Manage Regular Staff->Locations->Users

ManagingRegStaffLocUsers

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 available user list, choose the user you want to assign and click the Add Person Plus Icon icon to add the user to the location.

ClickAddPersonPlus

Step 3 (Optional): Set a Default Opening Summary/Description
While assigning the user, you can also enter a Default Opening Summary and/or Default Opening Description for this location. Whenever an opening is created for this staff member's leave at this location, these values automatically pre-fill the opening's Summary/Description fields — see Creating An Opening. The pre-filled text can still be edited before saving.

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