Step

Task

Screenshot

1

On the left menu bar, select Administration / Site administration / Sites / Manage Sites

2

In the ‘Search Site’ field, type in the site you would like to add the profile to.

e.g. Chartwell Bankside

3

Right-click the Assign Member icon and open in a new tab.

4

In the ‘Search’ field under the list of ‘Potential users’, type the employees name you are going to add.

8

When you see the name appear, click on the name in the list.

6

Select Add.

Close tab and go back to ‘Manage Sites’.

7

If the employee you are adding a secondary role for is a Superuser/GM, right-click the Assign administrators icon and open in a new tab.

IMPORTANT NOTE: If they are a department Manager or a front-line staff member, skip to step 9.

8

Repeat steps four (4) to six (6) above to add the Superuser/GM.

9

For Department Managers and Staff, select the Manage Cohorts icon.

10

If the employee is a Department Manager (Manager of role), click on the icon to Assign Administrators to the right of the department they are assigned to.

If the employee is a Front-line Staff member (Memember of role), click on the icon to Assign Members to the right of the department they are assigned to.

DEPARTMENT MANAGERS:

FRONT LINE STAFF:  

11

Repeat steps four (4) to six (6) above to add the staff member to the correct cohort.

These steps can also be used to remove the department manager, but remove them from the left list by selecting their name and clicking ‘Remove’.