Managers adding Staff/Users
The display above shows several information types (Side Banners - Red, Green, Yellow)
- Incomplete (if no documents/certificates etc have been uploaded)
- Double Vaccinated (deprecated soon)
- Never Logged in (easy to tell if they have never logged in)
The Table heading also displays the following:
- Employee (Current Role Selected - shows active accounts)
- Double Vaccinated (deprecated soon)
- Hide Red Incomplete Badge (hides the red banner)
- Hide Not Vaccinated (hides the green banner)
- Search Bar (Ability for you to search the user list)
- + Add Accounts (You add accounts from here)
Clicking + to add an employee account will display a window similar to below
When adding an email account it will check if that email address is already in use on the system, it will display an error and won't save until you update it.
The same check is performed with the Username field, the box will autogenerate a username from the first and last name entered above.
You can edit the auto generated username if required, it won't let you save if that username already exists.
Assigning the user to a group is also possible at this point, there is a support article about groups that goes into details about this.
Don't forget to check the email template that will be sent to the user, as a manager you are able to update all the system email templates per your site requirements.