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You need to have completed section 3-1 Add staff records before you begin
Step 1: How do I Create a Staff Login?
Tammy needs Janet to be able to log in to the software so she can check her schedule for the day.
To log into Pet Sitter Plus, all staff need to have a staff user role created for them. They can then log in to view their jobs for the day, to mark jobs as acknowledged/completed, and to send feedback to clients. They can use the same login to view the staff interface on a desktop PC or log in on their cell phone.
1. Click the "Add Staff Login" tab.
2. Choose "Price, Janet" from the "Staff" dropdown.
3. Type in Janet's work email address "email@example.com".
4. Type in a password for Janet to use – we will use "test".
YOU WILL LEARN HOW TO:
Add a Staff Login
Janet now has a staff login user role listed as seen below. Your next step would be to send her her login details so she can access Pet Sitter Plus.
Janet will also need to have a "Company Admin" user role created to enable her to schedule work and invoicing, but we will cover this later in the tutorial in 10-1 Add Company Administrator.
Congratulations! You have completed this stage.
To move forward to the next step, click the link below and then choose the next step: