Add a new staff member

If you have the correct permission levels, you can grant staff members access to Client Voices. 

Note: For privacy and security reasons, FinCap cannot grant users access to your service's Client Voices. 

1 - Navigate to the Staff page.

2 - Click on the Add staff button,

3 - Complete the Personal details form, paying careful attention to *Required fields.

Note: The user must have a unique email address. This will be the one they use to login. No two users can have the same email address.

4 - Optionally, complete the Emergency contact section.

5 - Check the right boxes in the Permissions section to assign the appropriate permission levels for this person.

6 - Click on the Save button to save the account.

The newly added staff member will receive an email from Client Voices asking them to verify that their email address is correct. 

Note: This email may go straight to the junk / spam folder.

Once the email address has been verified, Client Voices will invite the new user to create a password.