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Add A Staff Member

Updated

 

The Goal: Add an existing individual to the Staff Access area as a staff member so they receive an invitation email to set up their back office login credentials.

Before You Begin:

  • The person must already be added into the database and linked to the organization.
  • You need access to Settings and the Staff & User Access section.
  • Have the staff member's email address ready — it is used to send the login-setup invitation and for password resets.

Step-by-Step Instructions

  1. Click Settings in the left-hand rail.
  2. Click Staff Users in the Staff & User Access section.

  3. Click the Add button.

    screenshot

  4. Configure the following:

    • First Name
    • Last Name
    • Title (optional)
    • Access Level: Select the access level you wish to assign to this staff member. See more information on staff access levels.
    • Primary Contact / Password Reset Email: Enter an email address for the user. This email address is used to send an initial email to the user to complete their login credentials, and is also used when an email needs to be sent to reset a password. If you begin typing the email, the system will match to the contact's existing email address.
  5. Click Done. NOTE: The Is Active box will enable itself automatically once the staff member has created their username and password.

An email will be sent to the staff member. Within the email is a link to create their account. The link is valid for 72 hours. If they do not create their credentials in the 72 hour window, they will receive an error. In this circumstance, you can resend the log-in setup instructions email. Click Here for further information on resending instructions.

NOTE: If the user is a staff member in multiple GrowthZone instances, you can contact Customer Service to have a single login and access multiple databases. See Add Staff Member with Access to Multiple Databases

Common Pitfalls

  • Expired invitation link: The account-setup link is only valid for 72 hours. If the staff member waits too long, they will see an error and you will need to resend the log-in setup instructions email.

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