Creating a Staff Member

Method 1. Staff who have an email

To create a staff member on your system, you will need to click on the staff management module from your site dashboard. 

You will then need to click + create staff member.

The screen will then bring up the staff details page. 

Add in all the relevant information: first name, last name, position, email address etc and click save information. 

If the staff member requires access to more than 1 dashboard always ensure you have applied site access to the account so the staff can access the relevant dashboard(s) information. 

Please note, if you add in an email address you will get the warning below, as the email address becomes the users username to access the system. 

Please note: if you add in an email address you will get the warning below, as the email address becomes the users username to access the system, so make sure you click OK when entered. 

Depending on whether the staff member has an email address or not, you will then need to either send the staff member a welcome email to register on safety cloud, or use the staff registration method. 

Method 2.  Staff who do not have an email

Create a new staff account by clicking  + create staff member

Free type a username in the username field and click save

This will then create the Password Reset tab on the staff record. Click here and input a password for the new user. 

They are then able to login with their username and password. Please note non-email usernames are case sensitive.