How do I add a new staff member?

Organisation admins and managers can add staff.

1. Open User Management from the sidebar.
2. Choose Create New Employee.
3. Enter their first name, last name and email address.
4. Choose their role: Employee for carers and support workers, or Manager for people who manage the service.
5. Choose Create Employee.

They receive an email inviting them to set up their account. Until they do, their status shows as Pending. Once they have signed in, it shows as Active.

Invitation not arrived? Ask them to check their junk folder, then use Resend Invitation on their row in User Management.

No seats left? Each staff member uses one employee seat. You can add more on the Upgrade page.