Add staff

The Staff Manager can add staff and assign them to labels using the Add Staff tool.

Adding Staff

Select Staff in the main menu.
Click the Add New Staff button.

The Add New Staff page will display.

Add Staff has three main functions: 1) Creating the account with the staff details 2) Assigning roles so they have access to certain tools 3) and assigning them to a label or hierarchy of labels.

Assigning Roles

To learn about roles, read: Staff Roles
Check any of the selection circles beside any roles.
Multiple roles can be selected except Upload Service. If you select "Use the upload service only" it will deselect any other roles.

Assigning labels

After choosing roles, you then have to assign the staff to sub-labels (or the parent label). This determines what labels the staff member will see in their tools.

To select labels, navigate the label listing on the right side and check any of the selection circles for labels you wish the staff member to access.

Checking a parent label will automatically select all child sub-labels.

Saving

After you have entered in the user account information, selected their roles and their labels, click Save.

An email will be automatically sent out by the system to the email address that you entered. To activate the account, the user will have to set their password.

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Add staff

Add staff

Adding Staff

Assigning Roles

Assigning labels

Saving

Related Articles

Staff Roles

Editing staff

Deleting Staff

Managing staff in Caster

Assigning staff to labels