Before You Begin:
- You need staff privileges that allow you to add and manage other staff members.
- Have the new staff member’s name and email address ready — the system emails them a link to configure their own password.
Step-by-Step Instructions
Staff with appropriate privileges will be able to set up new staff members. Once a staff member has been added to the database, he/she will receive an email allowing them to configure their password.
- Go to Settings, Staff & User Access section, click Staff Users to add and manage staff members.
- Add the staff member to the database. The system automatically emails the new staff member a link to create their own login credentials.
- The staff member follows the emailed link and sets a password that meets the password rules below.
Password Rules
When setting up passwords you must follow these password rules:
- Password length 10 characters
- Any combination of letters, numbers or special characters
- None of the following characters allowed: #, <, >
Tip! Did you know that the longer the password, the more time it will take a hacker to get the password? Read more about how password length trumps complexity.
Password rules apply when a staff member receives an initial email to create login credentials or when they look to reset their password. The screen displays the password rules (as well as a show password option). The staff member will receive an on-screen message if passwords do not match or use characters that are not allowed.
Common Pitfalls
- Using a disallowed character: Passwords cannot contain #, <, or >. If a staff member’s password is rejected, check for one of these characters and have them choose a password at least 10 characters long.