How to Add Staff

How to Add Staff

1. In the file menu bar select the word “Staff” from the list.
2. In the drop down list under Staff choose “Staff Entry.”

   

3. A pop up window entitled “Staff Table Maintenance” will open up to the tab called “Name & Address.”

   

4. Type the information for your new Staff entry.

   Staff Code must be entered before you can save your entry and move on to another staff entry. The Staff Code is any 1 through 5 letters, numbers or a combination of letters and numbers that you make up that help you to refer to your new Staff entry.

5. Required fields are Address, City, State, Division Assigned, Authorization Level.
6. Create a unique User Name and Password for the new staff entry.
7. In the lower right hand section of the Name & Address box is a list of optional items that may be checked to further designate your staff user.

   

   Check any of the boxes if needed.

8. Click the Add button. The “Personal Information” tab opens and the “Nick Name” field needs to be entered. It is highly recommended to add the email address of the staff entry.

   

   *Please note that the Advanced Security Tab will already be populated with checked items for the default Authorization Level that you have chosen for the staff individual. Changes can be made to the authorizations of an individual staff member at any time.

   

9. Click the Add button and your new staff entry is added.

Please see Management Training # 2 for a more complete explanation of Staff basics.