Description
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Have you had a staff change?
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Navigation: Go to main menu → |
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[insert small screenshots of the menu items above, keep them small so that we do not have to edit them if other screen changes occur]
Instructions
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step 1
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step 2
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Settings → Setup Wizard → Staff |
How Profit diagnostix will automatically manage staff changes
There is a detail explanation of the roles and adding and removing staff in the staff section of the setup wizard.
You can also find more information at the below link.
This includesAdding and Automatic removal of staff
Staff Roles
Merging Staff names
New Hubs
link → Staff
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Shared / Emailed Dashboards need to be manually changed |
Do you also want to change the shared / emailed reports ? → Share Dashboards
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