Adding files to the staffarea and selecting visibility

Within staffarea files you can

• Add files (PDF, Word, Excel) and create permissions for those files to only be seen by staff booked onto certain jobs
• Add URL's to external pages and files and create permissions for those URL's to only be seen by staff booked onto certain jobs

To add files

• Go to Staff > Staffarea files
  
• To staff either drag the files into this block or click on Add files
  
• When your files are added click on Start upload
  
• You can add a URL by clicking on Add URL+ #
  
  • Add the URL and description and limit visibility to only certain jobs in the Campaigns field
• The files and URL's will now appear in the list
  
• Once the file or URL is added to the list you now have additional options
  • Description
    • Add a custom description for the files or URL's
      
  • Restrict visibility
    • Limit the visibility of this file or URL to jobs, clients, roles and staff status
      
  • Action
    • Download
      • Download files to your computer
    • Active/Inactive
      • Make the file or URL active or inactive
    • Delete
      • Remove the file or URL from the Staffarea files
    • Copy
      • Copy a link to the file to use in email communications to staff
• Press Submit to save any changes made
  

Staff that are permissioned to see these files or URL's based upon any restrictions applied will now be able to see these in their Staffarea > Staff files. See: Staffarea files