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How do I add, edit, deactivate, or reactivate a Staff Member?

Staff Members are users working for the organization who will be using ChainLinx. Staff Members cannot use ChainLinx until their login credentials have been added to the application and they have been assigned at least one security role.

Access the Staff Member Master Screen

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To access the Staff Member Master screen to add a new Staff Member, click on Admin (or the plus sign next to it) in the Quicklist, then click on the Staff Member link. The Staff Member Master screen will appear.

Add a Staff Member

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To add a new Staff Member, click on the Add Staff Member button. The Staff Member Manager screen will appear:

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The required fields on this screen are the Staff Member's Last Name, User ID, a four-digit PIN, Password (and Retype Password), and Primary Site fields. Other information about this Staff Member can also be entered on this screen including a barcode, a certification statement, and images of the Staff Member's signature and initials (see below for more information).

When finished entering information about the Staff Member, click OK at the bottom of the screen. Click Cancel to return to the Staff Member Master screen without saving the changes.

Add a Signature and Initials

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To add images of the Staff Member's signature and initials, click the Browse button for either Signature or Initials, locate the file to be uploaded, and click Open.

Note: The images must be in JPEG (.jpg) format.

When finished entering all information about the Staff Member, click OK at the bottom of the Staff Member Manager screen.

Edit Staff Member Information or Reset Password

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To edit a Staff Member's information or to reset a Staff Member's password or PIN, click on Admin (or the plus sign next to it) in the Quicklist, then click on the Staff Member link. The Staff Member Master screen will appear.

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Find the Staff Member's name in the list and click the Edit Staff Member (pencil) icon associated with that Staff Member. The Staff Member Manager screen will appear with the Update Staff Member information. Edit the information as needed. To change or reset a password, click the Change Login Credentials button and add the new password (and retype password). If the Staff Member uses a PIN, re-enter the PIN. The Staff Member's user ID can also be modified here.

When finished, click OK to save the changes or click Cancel to discard the changes and return to the Staff Member Master screen.

Deactivate Staff Member

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Staff Members can be deactivated, but not deleted. This is because some ChainLinx data may still be related to the Staff Member.

To deactivate a Staff Member, click on Admin (or the plus sign next to it) in the Quicklist, then click on the Staff Member link. The Staff Member Master screen will appear.

Click on the Deactivate Staff Member icon associated with that Staff Member in the list.

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A confirmation dialog box will appear; click Yes if you want to deactivate the Staff Member or No to cancel and return to the Staff Member Master screen.

After a Staff Member has been deactivated, the checkmark will be removed from the Active checkbox next to the Staff Member's name in the list, showing that the Staff Member is no longer active.

Reactivate Staff Member

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To reactivate a Staff Member who has previously been deactivated, click on Admin (or the plus sign next to it) in the Quicklist, then click on the Staff Member link. The Staff Member Master screen will appear. Click the Edit Staff Member (pencil) icon associated with that Staff Member in the list. The Staff Member Manager screen will appear with the Update Staff Member window.

To reactivate the Staff Member, select Active from the drop-down list for the Status field. Also change the login credentials for the staff member if necessary. Click the OK button at the bottom of the screen when finished or click Cancel to cancel the changes and return to the Staff Member Manager screen.

Active Staff Members will have a checkmark in the Active checkbox associated with their name in the list.

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