Prior to setting up individual staff profiles, default settings within the company account should be created within Staff Member Settings
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Staff Member Titles
Staff member titles are created to organize job titles within your company and assign them to specific roles and permissions. In this section, you are creating possible titles to choose from when making a staff members profiles. All options placed here will then display when adding a staff member to your account.
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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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Staff Member
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Statuses
Statuses are created to identify the status of a staff member with the system. Here is where you can ADD, EDIT, or REMOVE a status.
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