To access the 'My Staff' section, go to Settings > My Staff
When you first enter the My Staff section, you will see a list of all the staff members who have login access to your platform.
Creating a New Staff Account
Click the blue add user button on the top right of the screen
User Info
The email address you add here will be seen by contacts when this staff member sends out email communications
A phone number is not required (if one is added, calls from assigned contacts will be forwarded to this number)
Click the advanced settings drop down menu to create a password
Click the blue Next button on the bottom right of the screen to proceed.
Roles & Permissions
Select a Role: Your staff can be a User or Admin. Admins have more access, they can manage other Users, they can import and export contacts and they can view everyone else's tasks, while Users can only view their own.
Adjust Permissions - We recommend leaving these permission settings all on so that the staff has access to everything they need.
Click the blue Save button on the bottom right of the screen to proceed.
Call & Voicemail Settings
Under 'Forward Calls to' you can select the checkbox 'My Phone Number' to have calls forwarded to the number provided in User Info
Within voicemail settings, you can adjust incoming call timeout durations and upload a personalised voicemail recording
Click the blue Save button on the bottom right of the screen to proceed.
User Availability
This setting is only applicable with team calendars
From the 'Meeting Location' dropdown menu you can select a custom meeting location or connect Zoom
Ensure you select the correct Time Zone
When updating Available Hours - you can add time blocks my clicking '+ Add time' and If this user has the same window of available hours each day, you can select the correct hours for the first day and click the copy to icon to prefill the rest of the week
For this availability to be taken into account, the user will need to be assigned to the appropriate team calendar within calendar settings
Click the blue Save button on the bottom right of the screen to proceed.
Calendar Configuration
To enable these setting options, you will need to connect a third party calendar or video conferencing app within calendar settings once the account has been created
To do this go to Settings > Calendars > Click Connections from the top section menu > Select the Staff Member from the top dropdown menu > Select Calendars or Video Conferencing > Click ' + Add New'
Connecting a users third party calendar will integrate their personal calendar with their account calendar - this feature will sync appointments between the two calendars and prevent double bookings.
Once you have added in all required details, click save. This will then send this new user an email with their login link for them to access their account. You will then see the new team member in your My Staff list.
Managing a staff account
Finding a Staff Member
Click the User Role drop down menu above the Staff List to filter between User and Admin accounts
Use the search bar to search for a staff account using a team members name, phone number or email.
Deleting a staff member
Click the bin icon found on the row of the selected staff member
Remove a staff member from your location
Click the arrow 'x' icon found on the row of the selected staff member
This action is available for Staff on multiple accounts
This will remove them from your location however their logs are still available to the support team. The support team is also able to re-add them to your location at any time if you wish.
Editing a staff members details
Click the pencil icon on the row of the selected staff member
Within the 'User Info' section, you can send an email link to reset an account password by clicking the blue 'Forgot Password' button
Within the 'Notification Settings' section you can adjust the communication channel through which the staff member will receive conversation, task, Facebook, Google and Calendar notifications using the checkboxes.
