Creating and managing Admin accounts

To add your internal staff admin accounts:

• Go to Accounts > Administrations here in your system:
  
• Click on Add New
  
• You now have the following fields to add:
  • Create user account
    • Name Mandatory
    • Email Mandatory
    • Mobile Not mandatory
      • Add so you can receive notifications via SMS
    • Username Mandatory
      • This can be anything you want but we do recommend using your email address
    • Password Mandatory
      • We recommend using three random words with numbers on the end
    • Confirm password Mandatory
    • Change password at next login Not mandatory
      • Tick this if you are setting up the account for a colleague and they want to change their password
    • Receive notifications
      • Tick this if you want to receive desktop popup notifications when staff apply for shifts and reports are submitted
    • Email Signature
      • If you have added custom email signatures per person you can select it from here
      • Else you can leave as Use default
    • Member of the staffing team Not mandatory
      • This is to group all the staffing team into one tag Staffing team so you can utilize this tag group when adding permissions for Notifications and dashboard when setting up a job.
  • Permissions
    • Permissions
      • Please select the appropriate permissions for this account:
        
  • Temporary user account Not mandatory
    Use this if you are issuing this account to someone that is only using this account temporarily. This means that the account password will be reset every 24 hours and the new password will be emailed to a given email address for this account to be used again the next day if required.
    • Temp 24-hour account Not mandatory
      • Check if you want to enable this account as a temp 24-hour account
    • Change temp password at
      • Select from the dropdown the time at which you want the password to automatically reset
    • Email temp password to
      • Specify the email address you wish to have the new password for the temp account to be sent to
  • Press Submit once done
• Your new account will be added as inactive so make sure to click here to make it active