The quickest way to get to staff information is by clicking your name in the upper right corner, then selecting Staff from the menu. From the Staff page you can add, edit, and delete staff. You can also send staff members an email so they can reset their RollKall passwords.
Add a staff member
See this in RollKall by logging into the application and then clicking this button> |
- On the Staff page, click Add Staff in the upper right corner.
- Enter the staff member's name and email information. (All 3 of these fields are required).
- Enter the other demographic information as known.
- In the Role dropdown, select whether you want this new staff member to have Admin, Coordinator, Staff, or View Only privileges in the Portal. If you need help deciding, see the Agency User Role Capabilities Matrix article for details.
- Click the Save button.
The staff has now been added to your staff list and will receive an email that includes a link so they can set up a password and join your agency's portal.
Edit staff member information
- On the Staff page, perform a search for the staff member you want to edit.
- Click the name of the staff member to open the Edit Staff page.
- Edit the information as needed.
- Click the Save button.
Your changes have been saved.
Note: If the existing staff member has lost or forgotten their login credentials, you can click Resend Invite to send an email that allows them to reset their agency portal password.
Send a password reset email to staff member
- On the Staff page, perform a search for the staff member you want to send the password reset email to.
- Click the name of the staff member to open the Edit Staff page.
- Click the Reset Password button on the right side of the row.
- Click the Yes, Reset Password button.
The staff member will receive an email with a link that allows them to reset their agency portal password.
Delete a staff member
- On the Staff page, perform a search for the staff member you want to delete.
- Click the Delete button on the right side of the row to open the Delete Staff Member page.
Be aware that deleting staff members cannot be undone. - Click the Yes, Delete Staff Member button.
The staff member has been deleted from RollKall.
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