Prior to setting up individual staff profiles, default settings within the company account should be created within Staff Member Settings
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When adding a new staff title, you’ll name the title and add it to a role
NOTE: The account comes with 6 defaults roles that have default permissions already set. When adding a title to a role, consider who is recommended for that Role (i.e. Role 1 is recommended for Front Line Staff). Multiple titles can be in the same Role / have the same set of permissions
Here is where you can also edit current titles to be in a different Roles (Select EDIT)
You cannot REMOVE a staff title if a staff is assigned to that title
Staff are assigned to these titles made within these areas in their individual staff profiles (See ADDING A STAFF MEMBER to see fields of their profile)
Use the DESCRIPTION field to clarify individuals who may fit in that title
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·NO notifications are provided when a staff note is left in a staff profile
Be sure to provide permissions to this area for the different roles you want to be able to view or ad/edit notes
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