⚠️ Important: Only a system admin will be able to carry out these steps as they need to access the System Admin menu.
If a new starter is about to join the organisation and requires a Staff Record:
Click Menu (Main), then System Admin, Users, New User.
Fill in the Duplicate Check and click OK. This will search the current users to make sure this user has not already been created. If any information is matched, the matches will be presented.
Please continue to fill in:
Type: This is to help decide on the pre-enabled permissions.
Resp User Code: This will be the unique code of the new user which will be displayed in events/activities they create within Profile (we suggest using their initials).
User Role Type: This will help determine which roles they will be filling. We would normally suggest picking All Menu Items to allow the user to access all the initial menu items.
Once all the information has been filled in, click OK. The new Staff Record will open.
Type their Username (If you are on the Cloud, place the License name into the Username field for example OrganisationName01) and Password within the related fields.
To select a Responsible Team for the user to be assigned to, use the Team drop-down and select the relevant team.
On the Additional tab, use the Hub and Dashboard Templates drop-downs and select the items required.
To set up their Email Settings:
click Other Actions, Email Settings.
In the Email Address field, type their email address .
Make sure the Use OAuth is ticked.
Click Save and Close.