This video and article will guide you through adding a new staff type and adjusting staff permissions at the Corporate level.
1. Add a New Staff Type
Navigate to Setup > Staff > Staff Types.
Click the + Add New tab. Enter in the name of the new staff type, provide an optional description, select if it will be a Club Staff Type or Corporate Staff Type and choose if you want to clone an existing staff type's permissions. Click on Create The New Staff Type.
2. Edit Staff Type
Once the new staff type has been added it will appear below. Click on the edit pencil to view and edit the staff type.
3. Edit Permissions
After clicking on the edit pencil you will be taken to the Staff Type Settings. The General tab will provide an option to change the staff type name and also a history of changes to that staff type. To edit permissions, click the Permissions tab.
All Permissions are sorted by Group/Category. Click on the edit pencil icon next to a Group/Category to expand the permissions available. You can check all of the permissions individually or click the Select All to toggle all permission on or off. Changes are saved on click so there is no update button for this screen
NOTE: Permissions are set at log in. The staff under this staff type, would need to log out and back in for any new permissions to be applied.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup