Manage staff records and access
Keep employee and volunteer information, onboarding forms and schedules together. Start by distinguishing the person's staff record from their user access.
Maintain employee information
Use staff profiles and forms for employee information and the forms your team needs to complete. Use the staff calendar to review scheduled work. Staff-management features and the records you can see depend on your organization's configuration and your access scope.
Give the right access
A staff record does not by itself grant unrestricted access to the platform. Use users and permissions to invite someone and choose their role, granular permissions and assignments. An instructor may need attendance access; a coordinator may need broader schedule or team access.
If you cannot see a staff profile or an expected action, have the person responsible for access review both your role and staff permissions. Do not share another user's login to work around a missing permission.