How to Add New Staff Members Using the Add Staff Tool

How to Add New Staff Members Using the Add Staff Tool

The Staff Manager role allows you to add new staff members and assign them to specific labels using the Add Staff tool.

Adding New Staff

From the main menu, select Staff.
Click the Add New Staff button to open the staff creation page.

3. The Add New Staff page will appear, where you can enter the new staff member's information.

The Add New Staff page serves three main functions:

Creating the Account
Enter the staff member's details, such as their name, email, and other relevant information.
Assigning Roles
Assign roles that determine which tools and features the staff member can access.
Assigning Labels
Choose the labels (or label hierarchy) to which the staff member will be assigned, defining which content they can access.

Assigning Roles

For more information on roles and their permissions, refer to the section on Staff Roles
Check the selection circles beside the roles you wish to assign. Multiple roles can be selected, except for the Upload Service role.
If you select the Upload Service role, all other roles will be automatically deselected, as this is a restricted role.

Assigning labels

Once you've assigned roles, the next step is to assign the staff member to specific labels:

On the right side of the page, you'll see a list of available labels.
Check the selection circles next to the labels you want the staff member to access.
- Parent Labels: Selecting a parent label will automatically select all its associated child sub-labels.
This determines what labels the staff member will see in their tools.

Saving the Staff Account

After entering the staff member’s details, assigning roles, and selecting labels, click Save to create the account.

An activation email will be automatically sent to the staff member’s email address.
To activate their account, the staff member will need to set their password using the link provided in the email.