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Shiftboard

Adding Members: Manually

Overview

Within Shiftboard, Site Administrators and Managers can add members (aka users, staff) one at a time using their first name, last name, and a valid email address. It is also possible to add contact information such as address and phone number at this step. Additional information can be added later by Managers/Site Administrators or by the individual member. 

How to Add Members Manually 

1. Go to People >  Add Member





2. Enter the required information (first name, last name, email). On this view, choose whether or not to Send A Welcome Letter after the information has been saved. A letter can also be sent later if preferred. If this is a new member, choose the option "Save & New," which will load a new profile page to add the next member. If adding information to an existing profile, simply choose Save.



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Once a member profile has been created, Managers and Site Administrators can adjust a variety of preferences within the account settings. Settings such as Profile, Teams, and Availability (to name a few) will be controlled in this area of the site. Be sure to click "Update" whenever changes are made to profiles so the new information is saved.

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