Setting Up Staff

Setting up staff involves a few steps. 

1) Set up the types of staff you have (volunteer, intern, etc. )

2) Set up the access levels for your staff (all acess, limited access, etc.)

3) Add your staff (Edit>Staff>Add)

• Setting Staff Type 
• Assigning Case Field Access 
• Protecting User Log-ins 
• Active/Inactive Staff 
• Staff Contact Info 
• Confidential Staff Notes 
• Staff Access Levels 
• People with Multiple Roles