Adding a Staff Profile

You have several options to create your list of staff. You can use a default staff template, another template, or you can create a new staff based on an existing staff. If you decide to create new staff based on an existing staff, you can select the specific information to copy to the new staff.

Tip: We suggest using staff templates. Creating templates is optional, but we recommend using templates as a best practice to save setup time and effort.

The options that display on the profile navigation panel are the profile windows that you are granted the functional right to view. You must also be granted the functional right to edit a profile window to make and save changes to that area of the profile.

To add a staff, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
2. Do one of the following:

Add a staff.

Click New > Staff in the Create group on the Home tab, or right-click the staff grid and select New > Staff from the menu.

Copy an existing staff.

Do one of the following to create a staff with settings from an existing staff:

• Select a staff in the staff grid and select Copy in the Create group on the Home tab.
• Right-click a staff in the grid and select Copy from the menu.

This automatically selects existing staff for step 3, and the staff you selected to copy is selected on the New Staff window.

3. Create the staff by selecting any of the following:

A default template

1. Click the Default template/Other templates/Existing staff toggler and select Default template.
2. Click Continue.

Another template

1. Click the Default template/Other templates/Existing staff toggler and select Other template.
2. Select a template from the Template list.
3. Click Continue.

An existing staff

1. Click the Default template/Other templates/Existing staff toggler and select Existing staff.
2. Select an existing staff from the Existing Staff list.
3. Select the information that you would like to include for the new staff, or select the General and/or Administrative option to include all of the general or administrative sub-options.
4. Click Continue.
4. Click the options on the navigation panel to enter information for the new staff in the various profile windows. Click in the upper-right corner of the window for more assistance, if needed.
5. Click one of the Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a new staff. Note: This option is not available if editing.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.

If the new staff will be assigned access, they will receive an email with their ID and password, as well as information about downloading the smart client.