Add Staff Member

Before you add a staff member, decide on the role this staff member should get.

Note

In this section you cannot add Global Admin users.

1. Navigate to the staff member section of the dashboard and click on Add Member

   

2. A modal with a form opens.

   • Add a name
   • Add an e-mail address.
   • Change the language, if you want.
   • Set the role for this account.

   

3. Then click Add Member and it will be saved.

4. They will get an e-mail with an expiring confirmation code. They can re-issue an updated one, if they are not quick enough.

Finalize Staff Member Onboarding

If you already have appointments in your instance, you have to grant this new staff member access to those. Follow this process, to make it work:

1. The new staff member must setup their account.

2. You, or any other fully onboarded staff member, must grant access to them.