To create User Performance Dashboards for individual staff members.
Go to Settings > Setup Wizard
You will see "Setup your Staff Dashboards / Merge Staff Members", followed by an expandable list which includes usernames collected from your software system.
Scroll down and click Create "Staff/Groups" for unassigned Staff Members
This will create a "Staff/Group" with all the usernames collected, and the role will be set to the default, Primary.
Go into Settings > Staff Aliases
This will show you the list of users, an input for their email and the ability to change their role.
Staff dashboards are setup automatically by the system. The role rules are as followed:
Automatic staff creation:
Staff are automatically added from your practise management system with a role of Auto. Only staff members who have invoiced something in the last 3 months are added.
Primary Staff members:
The system automatically checks whether staff should be upgraded from Auto to Primary. This is done whenever an adequate amount of conversion products are invoiced in the previous 30 days.
Activating and deactivating members:
The system automatically checks whether staff be deactivated and set to Inactive. This is done whenever a user has not invoiced anything for the last 3 months.
Similarly the system checks whether any inactive staff need to be reactivated (such as if a staff member went on leave and returns). Any deactivated users who have invoiced something in the last 3 months are set to Auto or Primary depending on the previous rules.
Modifying staff roles:
You are free to change a user's role, however if the Staff Role Rules above are met, then the role will be changed the next time the above rules are automatically evaluated. If you change the user to Support, the system cannot change this even if the above rules are met.
To manually change a users role:
Go to Settings > Setup Wizard
Click on Staff. You will see the Staff Role Rules, followed by a list of names that have been pulled from your practice management system
To change a users role, click on the pencil next to their name.
You can change the name of the user, and add in their email address.
Support staff should have their role changed to Support, with the main users having the role as Primary.
Back in the setup wizard, press Update User Performance Dashboards
This will create individual staff dashboards based on your Primary users., and merge names.
By clicking "Update Staff/Groups and User Performance Scenarios", all user scenarios will be updated/created.
If a user has more than one login name, follow these instructions.
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