Adding a Staff Member

If you didn’t Invite the Staff member, you can add them by entering an Email address of your choosing. 

Note:  In most cases, we recommend you invite the Staff member instead (see "Invite a Staff Member"), and allow them to enter their own personal information.

1. From the Portal, click the Menu button on the left and choose User Admin, then Staff. 
2. From the Staff page, click the Add Staff (+) button. 
3. Enter the information in the Create Staff form. 
4. Click the Create Staff (checkmark) button.
   The new Staff member is added to the Staff page. If Generate PIN and Send Invite were selected, the system will automatically send the Staff member an invite and create a PIN.

For detailed instructions with images and to download SPR Guides, see the Reference Documents in the Knowledge Base.

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