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.

Add a staff member

1. On the Staff page, click + Add Staff in the upper right corner.
2. Enter the staff member's name, email, and phone information. (All 4 of these fields are required).
3. Enter the other demographic information as known.
4. Select Is Admin if this person should have those privileges in RollKall. 
   Note: If selected, this Staff member can see invoices and make payments.
5. Click the Save button.
   The staff member has now been added to your staff list and receives an invitation to join the client portal.

Edit staff member information

1. On the Staff page, perform a search for the staff member you want to edit. 
2. Click the pencil icon on the right side of the row to open the edit contact page.
3. Edit the information as needed.
4. Click the Save button.
   Your changes have been saved.

Send password reset email to staff member

1. On the Staff page, perform a search for the staff member who needs to reset their password. 
2. Click the Reset Password button on the right side of the row to open the Password Reset page. 
3. Click the YES, Reset password button.
   The staff member receives an email with a link that allows them to reset their RollKall password.

Delete a staff member

1. On the Staff page, perform a search for the staff member you want to delete. 
2. Click the trash can icon on the right side of the row to open the Delete Staff Member page. Be aware that deleting staff members cannot be undone.
3. Click the YES, DELETE STAFF MEMBER button.
   The staff member has been deleted from RollKall.