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Add a staff member

Add users who can interact with the system

C
Written by Cindy Thompson

Mobile application

  1. Select Settings > Staff.

  1. Select Add Staff.

  2. Enter the user’s First Name, Last Name, and Mobile number.

  3. Optionally, enter the staff member's Email, Date of Birth, and Job title.

  4. Select the user’s Role within the application.

  5. If multiple locations are associated with your business, select the staff member's Assigned Locations.

  6. To track the staff member's hours, select Track hours for this member. Staff members can clock in and clock out to track their hours.

  7. To enable the member to use their personal phone number when logging into the application, select Allow user to access using their phone number. When enabled, the user can log in using their personal number and will receive the One-Time Password (OTP) on their phone. They can then enter the OTP on the device to proceed with the login.

  8. Enter the Passcode for the staff member.

    • If there are fewer than 20 staff members, the passcode must be four characters long.

    • If there are more than 20 staff members, the passcode must be six characters long.

  9. Select Save.

Web application

  1. Select Settings > Staff.

  2. Select Add Staff. The Add Staff Member window is displayed.

  3. Enter the staff member's First Name, Last Name, and Mobile number.

  4. Optionally, enter the staff member's Email, Date of Birth, and Job title.

  5. Select the user’s Role within the application.

  6. To track the staff member's hours, select Track hours for this member. Staff members can clock in and clock out to track their hours.

  7. To enable the member to use their personal phone number when logging into the application, select Allow user to access using their phone number. When enabled, the user can log in using their personal number and will receive the One-Time Password (OTP) on their phone. They can then enter the OTP on the device to proceed with the login.

  8. Enter the Passcode for the staff member.

    • If there are fewer than 20 staff members, the passcode must be four characters long.

    • If there are more than 20 staff members, the passcode must be six characters long.

  9. Select Save.

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