Staff

Add New User

• Click + Add New

• Add user details in the Information tab

• Set user permissions in the Permissions tab

• Click Submit

Upload Staff CSV

To add multiple users at once you can use our Upload CSV feature

• Click the ellipses button next to the Add New button

• Click Upload CSV

• This will take you to our Upload CSV page. For more information on the Upload CSV page read our guide here

Invite User

• Click Invite

• Either use the Invite with email option to invite multiple users at once or use the Invite with link option to send an individual link to a staff member

  • Invite with email: enter multiple email addresses separated by commas into the text box and click Submit

  • Invite with link: click Create link, click Copy link and send to your staff member

  • When a user is invited, they will be instructed to set their basic details (name, username and password). The created user defaults to the Staff role. Any permissions that need to be set for the user will have to be set after their account is created

Edit User

• In the Active tab, click the ellipses on the right side of the table for the corresponding user

• Click Edit

• Make any necessary changes to the user

• Click Save

Reset Password

• In the Active tab, click the ellipses on the right side of the table for the corresponding user

• Click Reset Password

• Either use the Reset via Email option or the Manual Reset option

  • Reset via Email: sends an email with a link to the user to reset their password

  • Manual Reset: sets a temporary password for the user which will be required to be changed once they log in

Delete User

• In the Active tab, click the ellipses on the right side of the table for the corresponding user

• Click Mark for Deletion

• In the Marked for Deletion tab, click the ellipses on the right side of the table for the corresponding user

• Click Delete Permanently

  • If you need to delete all users marked for deletion click the red Delete All Permanently button

Download Staff CSV

If you need to export a spreadsheet of all your staff you can do this with our Download CSV feature

• Click the ellipses button next to the Add New button

• Click Download CSV