Add a new Staff member
To add a staff member, follow the same process as adding a customer.
From the ‘People’ section
- Type in the name of the Staff member and click ‘Add name’ (you don't need to 'add family')
- Fill out the staff member details and click 'confirm'
- If you want to give the staff member their own login to Udio and an email address, click ‘Add Detail’ then ‘Email’
- You’ll then need to click ‘Login’ and then ‘Manage login access’
- Tick the ‘Permit Staff Login’ checkbox and select their email address for ‘Login Email’
- Select what permission group access you want this staff member to have and what facilities they should have access to and click ‘Confirm’
- When the staff member logs in for the first time, they should click ‘Set or reset Password’ and then enter the email address that you added for them in Udio.
- They will receive an email to that address containing a link to a new page where they can set a password.
- Once confirmed, the staff member can login using their email and password, and will have access levels for the permission group you set earlier