New Staff Member Accounts

Last updated by Andrew Treadwell on October 13, 2017 19:14

There are three ways to create staff accounts. We recommend you use the first option which basically asks the staff to sign up themselves and then are approved by managers.

Request an Account

The easiest and most recommended method is by simply asking staff to create their own accounts. On the login screen for StaffSavvy is a button marked Request and Account. This allows staff to complete all of their information and send it to you to approve. Staff can’t access your site without being approved so this is a very safe and easy method. It means you do not need to collect staff contact details manually.

Authorising an Account

For accounts created using the Request an Account, the need to be authorised before gaining access. All other methods will provide instant access.

Once you have accounts to approve, these will be displayed on your dashboard under a panel called notifications.

Simply clicking on this, will display a list of all of the staff awaiting approval; each staff name is listed down the left of the screen.

On the right is displayed their key contact information. Then is listed the levels the staff member can be assigned. To approve a staff member, simply select a level other than Unauthorised and click the Process Accounts button at the bottom of the screen.

You will normally want to assign the staff member a couple of roles as needed so they can start working and be assigned shifts as needed.

If you don’t recognise the account, then you can use the Delete option in the list of levels to delete the account and block the email address.

Once you approve the staff member, they will be send an email to let they know they can access the account.

Invite Staff

This option allows you to preset the staff member’s access level within the site. Simply enter their email address and choose their access level.

They will be sent an invite to the site and a temporary password. They will be required to complete the rest of their account information when they log in for the first time.

You will need to assign roles to the staff member once they have their account setup.

Note: until the staff member accepts their account, you will not see them listed under your list of staff.

You can view your active invites from the invite staff page anytime. From here you can also cancel their invite or re-send the invite to them.

Resending the invite will also create a new activation link so the staff member needs to use the newest email they have been sent.

Create Account

This option allows you to setup a complete account on behalf of a staff member. You will need to provide all of their information including email and mobile details.

There is an option to email them a temporary password; they will be asked to change it when they log in.

This has the benefit that the account is ready to use immediately and can have shifts assigned to it straight away. However this requires a lot more admin than the other methods and thus should only be used when really needed.