Add Staff Member

= Add Staff Member =

{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/add-staff-member>>https://membersolutions-9221154.hs-sites.com/kb/add-staff-member]]{{/info}}

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This guide walks you through the process of adding new staff members to your account. When adding a new staff member, it’s important to ensure they have their own login so they can securely access the system. Creating a staff login automatically sends an email invitation to the new staff member, prompting them to set up their password and access their account.

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		3	= Add Staff Member =
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		5	{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/add-staff-member>>https://membersolutions-9221154.hs-sites.com/kb/add-staff-member]]{{/info}}
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		7	This guide walks you through the process of adding new staff members to your account. When adding a new staff member, it’s important to ensure they have their own login so they can securely access the system. Creating a staff login automatically sends an email invitation to the new staff member, prompting them to set up their password and access their account.
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		9	=== Step-by-Step Instructions ===
		10	==== Step 1: Navigate to the Staff Menu ====
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		12	From the main navigation, go to Staff
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		14	Click on Add New to begin creating a new staff record.
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		16	==== Step 2: Enter Staff Member Details ====
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		18	Fill in the required fields, including:
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		20	First Name and Last Name
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		22	Email Address (ensure this is correct–this is where their login invite will be sent)
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		24	* Phone Number this field is called //Primary// and is required
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		26	Add any additional optional details, such as address and date of birth.
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		28	==== Step 3: Create a Staff Login ====
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		30	While still on the staff member’s profile, locate the Login field.
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		32	Once their Login field is completed you can click on save.
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		34	The system will automatically send an email invitation to the staff member.
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		36	This email includes a secure link for them to set their password and access their account for the first time.
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		38	==== Step 4: Confirm the Setup ====
		39	Once the staff member has completed their setup:
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		41	Return to the Staff list to confirm their disabled status shows as No.
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		43	If the staff member hasn’t received their invitation email, ask them to:
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		45	Check their spam/junk folder, or
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		47	You can send the Confirmation Email from their profile page next to the Save button
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		49	=== Summary / Best Practices ===
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		51	Always double-check the email address before creating a login to ensure the invite goes to the correct person.
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		53	Assign appropriate Permissions to control what each staff member can access.
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		55	If a staff member leaves your organization, remember to disable their login
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