How to Add HQ Staff Members
This feature allows administrators to add HQ staff members, assign their roles and permissions, and manage their responsibilities within the platform.
1. Trainers
In the “Account” tab, click Trainers to access and manage staff settings.
2. Add New Staff Member
Click “Add New Staff Member” to add a new staff member to the platform.
3. Enter Staff Information
Access the staff member’s details form to begin entering their information, then complete all the required fields to add the new staff member.
4. Platform Assignment
Identify the Platform Assignment section to allocate the staff member’s responsibilities.
- To assign to a Platform Node (e.g., Region, District), select the desired node from the dropdown.
- To assign to a Platform, select the platform from the dropdown.
5. HQ Permissions
You may also customize your HQ permissions (Dashboards, Reports, Sites, Data Load – Manage, Data Load – Send, Staff Management, Corporate Settings, Login to Sites) and assign an account role to your sub-trainer.
6. Add Staff Member
Confirm and finalize the addition of the new staff member by clicking the “Add Staff Member” after entering all the required information.
7. Three-dots Menu
Once the new staff member is added to the list, you can manage, clone, or delete them by clicking the three-dots menu to display the available options.
8. Select Staff Member
Select and click a staff member from the list to access and manage their details.
9. Staff Sections
In the Staff Profile, only three tabs should be available: Profile, Permissions, and Event Log.
- Profile: Edit basic information and other staff details
- Permissions: Manage HQ permissions and change the account role
- Events: View updates and activity logs for the account
This guide walked you through adding a new HQ staff member, from accessing the Trainers section to entering personal details, assigning regional responsibilities, and finalizing the staff profile.
