All Collections
Quick Links
School: Add/Edit Staff
School: Add/Edit Staff

How to Add, Edit and Remove Staff

Kate Mattison avatar
Written by Kate Mattison
Updated over a week ago

After the profile for an account Admin has been created, additional staff members can be added to Clinician Nexus. This article outlines managing staff and identifying appropriate staff roles, based on role permissions.

After reading this article you will be able to...

  • Staff Role Permissions Overview

  • Add New Staff Individually

  • Add New Staff in Bulk

  • Edit Staff Roles

  • Remove Staff

Staff Roles Overview

School staff can be assigned one or more roles in Clinician Nexus.


  • Admin: Access to all organization

  • Coordinator: Access to student information, scheduling, and rotation management

  • Faculty: Access to individual rotations they've been scheduled onto, and onboarding requirements for those rotations

  • Report Viewer: Access to aggregate rotation data only

Add New Staff Individually

  • Click Settings from the left navigation menu

  • Next, click Staff

  • Click the +Add Staff at the top of the page to add a new staff member:

In the New staff popup window, enter the staff member's name, email address, assign them to the appropriate organization, add a title, create a custom welcome message, and assign their role:

The staff member will automatically receive an email invitation to join Clinician Nexus and create a profile.
Or, if the staff member has an existing account in Clinician Nexus, they will receive a notification that they have been added to your organization.

Add New Staff in Bulk

  • Click Settings from the left navigation menu

  • Next, click Staff

  • Click the Import Staff at the top of the page:

  • Click Upload Staff

  • Click Download and fill out the fields in the template including

  • Upload the spreadsheet and click Upload & review

  • You can review the information, and edit individuals if necessary. To upload all, click the top left checkbox to select all and click the teal Import button.

Note: If you would like to only upload some staff, but not all, you can select individual staff members to import by clicking the far left checkbox by their name.

Edit Existing Staff Roles and/or Remove Staff

  • Click Settings from the left navigation menu

  • Click Staff from the submenu

  • From the list, click on the staff member to edit

  • In the person's information window, edit their title, add/remove roles, or add/remove students assigned to them. Click Save.

  • Here, you can also remove the person from your organization by clicking the Remove button.

Related Articles:

Have more questions? Please reach out by clicking the chat icon in the bottom right corner of your screen from 8am-6pm CT, Mon-Fri.

Did this answer your question?