A Staff member refers to an individual who is employed by the organisation and has access to the ComplyFlow system. They may have various permissions and security settings based on their role within the organisation. See Staff Permissions Overview.
1.Navigate to the Staff Module using the module picker (image below, top left), then select Staff from the left menu.
2. Select Add Staff.
3. A slide over panel will be displayed. Provide the information below. The fields marked with a red asterisk (*) are mandatory in order to proceed.
a. Add the email address (required)
b. Enter their name
c. Country is auto populated
d. Enter their Mobile phone number (they will need to confirm this later)
e. Set their Gender (optional)
f. Assign the Site/s relevant to the person (more can be added after)
g. Select the persons Staff Category
h. Select the appropriate Permission Scheme
i. Set the toggle for user access to Assigned Sites Only if the user is just needing access for specific sites in the account.
The toggle Entire Organisation / Assigned Sites Only allows you to set permissions either across the entire organisation or for specific Sites assigned to the Staff User. More information for permission schemes and access is available here Staff Permissions Overview.
4. Once done, select Send Invitation. An invitation email will be sent to the Staff member, who will then need to complete the registration process.
Once the invited Staff is registered, you will receive an email alert from ComplyFlow notifying you of this event.