Adding a Staff Member
How to invite new staff members to your workspace
FAQ: How do I add a new staff member to the account?
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Navigate to Manage Accounts
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From the sidebar menu, go to Administration and select Manage Accounts. You must have Workspace Admin or Resident Manager permissions to access this.
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Create the Staff Account
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Click the Create Account button.
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Enter the staff member's first name, last name, personal email, and mobile phone number.
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Create a password for the account that includes a capital letter, a number, and a special symbol, or use the random password generator.
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Check the box for Require reset password.
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Select the appropriate role for the user, such as Caregiver.
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Click Create.
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Configure Facility Access
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Select the facility or multiple facilities the staff member will be assigned to.
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Click Configure Access.
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You can add more personal details like their title and credentials now, or they can be added later.
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Click Save Details.
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Confirm the Account
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The staff member will receive an email with a link to confirm their account.
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They must click the Confirm Account button in the email.
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Complete the First-Time Login
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After confirming, the user will be directed to the login page where they will enter their email and the temporary password you created.
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They will be prompted to create a new, permanent password.
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Next, they will be asked to verify their mobile number by entering a six-digit code sent via SMS. Once complete, they will have access to their dashboard.
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