Create a Staff Member from the Profile of a Client (Old Staff module)

The first thing you want to do to manage staff will be to create staff members for your organisation. This can be either done from scratch, or from the profile of an existing client.

Step by step

  1. Browse to your staff list;
  2. Click [+ New staff member];

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  1. Search for your client;
  2. Click [Select]

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  1. Optionally click [Edit] in order to add, or edit contact information;
  2. Optionally click [None] in order to assign tags; and
  3. Click [Save].

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What's next

 

 

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