How to Add Staff Members in Task Manager
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager.
Staff members are considered resources in task manager. By adding staff members as a resource, they will be appear in checklists and forms that require them.
Steps:
1. In the admin portal, select “Resources” in the left sidebar navigation. Then, select “Staff Members”
2. Select “All Venues” and select the scope you want to apply the resource to. Select “All Venues” if you want the resource to be applied to all venues in your account, or “Single Venue” if you want the resource to be applied to only particular venues.
Select “Select” to set the venue scope.
3. Select “Create/Edit”. Type in the “First Name," “Last Name," “Position,” and “Email.” Select “Add Staff”.
4. Staff Members will appear in the “Overview” section.
5. To edit Staff Members, select the “Edit” button.
6. To disable Staff Members, select the green checkmark under “Toggle.”
