Work with Teachers & Staff

Add a New Team Member

As an Owner or Administrator, you have the permissions to add or update a new Team Member.

1. Go to the Left Menu > Teachers & Staff.
   Note: Be sure you have the right site selected at the top of the page.
   
   
   
2. Click the View All Team Members link located on the Profiles card to open the Team Members page. All existing staff will be displayed on the page in alphabetical order.
3. Click the Actions Menu> Create a team member to open the New Team Member window.
   
   
   
4. Enter the information for the New Team Member or Select an Existing Person.
5. Click Next to open the Role window. Select a role from the drop-down list.
   • Administrator
   • Timeclock
   • Owner
   • Teacher
6. Click Next to open the Site Assignment window. Select the site(s) where this person will be working and click Next.
7. Select a Class Assignment or multiple classes for this new team member from the list.
8. Click Save. The new profile is created. A Welcome email confirmation message pops up in the upper right of the screen to confirm the profile was created.
   • An email is sent to the new Team Member. They are prompted to create a secure password to sign in to their profile. Once the password is created, the application will open and they will see their personalized Dashboard.
   • The new Team Member should click the avatar on the upper right to open their profile. Their photo can be added and profile info can be updated as needed.
   • The new Team Member can also create a PIN to check in and out of the Kiosk. 
     • To do this they need to click the PIN iconto open the Create PIN window and enter their PIN number. Alternatively, an Admin or Owner can click the PIN iconat any time, and an email will be sent to the new Team Member requesting they create a PIN.

Complete a New Profile

After a team member is added to the system, they will be able to self-serve and add additional details to their profile, including:

• Profile picture to replace the generic avatar (gray circle with initials)
• Address
• Birthdate
• Immunizations (indicate Overdue or Up to Date)
• Reset Password and PIN

Archive a Team Member

When someone is no longer working for your business, it's best to archive that person's profile. They will be removed from the active Team Members page. 

1. Go to the Left Menu > Teachers & Staff.
2. Click the View All Team Members link located on the Profiles card to open the Team Members page.
3. Locate the Team Member you want to archive. 
4. Click the Options icon> Archive. Note: Only people who are not assigned to classes can be archived.
5. Type Archive in the Archive team member window and click Archive. A popup message confirms the person has been archived.

Reinstate a Team Member

There may be instances when a Team Member was archived, and you would like to reinstate them.

1. Go to the Left Menu > Teachers & Staff.
2. Click the View All Team Members link located on the Profiles card to open the Team Members page.
3. Click the Actions Menu> Archived team members to open the Archive window. A list of archived Team Members is listed on the Archive page.
4. Select who you want to reinstate and click the Options icon> Reinstate. The team member will be reinstated, considered active, and listed on the Team Members page (Left Menu > Teachers & Staff > View All Team Members).

User-Based Permissions for Teachers & Staff

Special permissions or User-based Permissions can be applied to team members by an Owner to allow teachers and other staff members to take attendance when they sign in to their Dashboards. 

•  Learn more about how to Take Attendance in Class Mode.