Configuring Staff profile settings

A Staff Profile can be added via the Invite Staff button at the top-right of the Staff Users page or edited by clicking the Name of any Staff User record within the Staff Users list.

By default, the Staff User is Enabled. Toggle off or on the Enabled control to change the status of the Staff users. Staff users can be Disabled if you want to temporarily remove a Staff member's access, for example, if they are a seasonal worker.

The following information and settings apply and can be edited with Admin permissions.

The first name of your Staff member. This value is required.

The last name of your Staff member. This value is required.

An email address for your Staff member is required. This is used as the login email and for notifications and internal communications.

This is the password the Staff member uses to access their profile. This can be changed in their Profile later on or by resetting their password. The password should not be the same as any other Staff member's.

To maintain a high level of security in your account, the new password must contain...

• At least 8 characters
• At least 3 of the following:
• Lowercase letters (a-z)
• Upper case letters (A-Z)
• Numbers (0-9)
• Special characters (e.g. !@3$%^&*)

Passwords must NOT contain empty spaces

Staff USers can be archived if no longer needed or created in error. Click the Archive button found at the bottom of the Edit User page.

Archived users are found with the Staff Users list if you filter by the Archived status. From there, you can edit the user and Unarchive the Staff member.

To change a Staff member's email, follow these steps:

1. In the Staff profile, select and remove the text in the Email field.
2. Enter a unique email address into the field.
3. Select Save when finished.

We advise you to have your Staff change their passwords using the Forgot Password? feature or the change password option within their Staff Profile. This ensures that only the Account holder is privy to their password.

If need be, you can change a Staff member's password here by following these steps:

1. In the Staff profile, select the Change Password button.
2. In the New Password field that appears, enter a new password, considering the above-listed requirements.
3. Select Save when finished.

You can suggest that Staff use the Forgot Password? link within the Login form or through the change password option within their Staff Profile.

This saves you from communicating the new password to the Staff member outside the system, keeping the password private and secure.

• Resetting your forgotten password
• Managing your Admin, Staff profile