How To Create A Staff Member

Welcome to the process of setting up a new staff member profile within our system. This procedure ensures the accurate input of information and a seamless integration of new team members. Follow these steps to efficiently create a comprehensive staff member profile:

• Access Staff Member Creation:

 Begin by navigating to My Data > Core > Staff > ‘+Add User'.

• Define User Role:

Assign a relevant user role to the staff member. Our system allows you to define various user roles and their corresponding access levels through the settings. This step is crucial as it determines the staff member's responsibilities and access privileges within the system.

• Enter Staff Member Details:

Provide essential information such as the staff member's first name, last name, phone number, and email address. Accuracy is paramount for effective communication. Your staff members will be able to access Godview and the Business app with the phone number added on their profile. Hence, ensuring the correctness of these details will help maintain seamless communication channels. Depending on the user role assigned, the staff member will be granted access to specific system features (e.g., Godview, business app, gatekeeper app).

• Choose Access Level: 

During setup, you'll encounter two access level choices:

1. Selected Properties: Opt for this option if you wish to grant the user access to specific properties. By selecting this option, you gain control over the properties the user can view.

2.  All Properties: Select this option if you intend to provide the user access to all properties registered in the system. This comprehensive access option simplifies user interaction with the system.

• Define Access for Selected Properties: 

If you opt for the 'Selected Properties' access level, you'll be able to fine-tune access further:

1. Select the 'This User Can View Selected Properties' option.

2. A dropdown menu will be enabled, allowing you to effortlessly add properties. Choose from the list of properties you want the user to access.

• Add Supplementary Information:

Progress to subsequent sections where you can input additional staff member details, including bank information, emergency contacts, and more. These supplementary details contribute to building comprehensive staff member profiles, fostering efficient data management.

• Attach Supporting Documents:

If any supporting documents are required, like identification proofs, head to the 'Files and Documents' section. Here, you can securely upload pertinent files linked to the staff member. These documents are stored safely and can be easily accessed whenever necessary.

• Customize with Additional Fields:

If specific fields are needed for your staff member profiles and are not currently present in the system, you can effortlessly add them. Navigate to the 'Customize Fields' section and include any necessary fields. This customization ensures that your staff member profiles capture all pertinent information tailored to your organizational requirements.

• Finalize and Save:

 Once all essential details have been input, click the 'Submit' button. This action saves the staff member's profile within the system. An accurate and comprehensive staff member profile simplifies management and communication.

By adhering to these steps, you'll construct a thorough staff member profile that streamlines data management and integration. If you encounter any questions or need assistance during this process, please don't hesitate to contact our dedicated support team at support@monktechlabs.com

We also recommend checking out our article on ‘User Role Setup’ in the Settings section for further insights into defining user roles effectively.