Creating a staff user account allows staff members to log in and access the features they need for their role. Before setting up a login, the individual must already be configured as a staff member in the main system.
To create a staff user account, follow these steps:
Click Setup.
From the drop‑down menu, click Users.
Click New user.
Click User type, then click Staff from the drop‑down options.
Choose the required staff member from the staff list pop-up.
🤓 Tip: If the staff list is long, use the Find with % option in both the first name and last name fields to display the full list.
Click Select.
On the user account screen, enter a unique username.
Enter the new password in both the Password and Confirm password fields.
Click Save changes.