Staff Changes

Created by Bill Eastgate
Last updated: Feb 04, 2020

Have you had a staff change?

 

Navigation: Go to main menu → Settings → Setup Wizard → Staff

 

 

How Profit diagnostix will automatically manage staff changes

  1. 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 includes

    1. Adding and Automatic removal of staff

    2. Staff Roles

    3. Merging Staff names

    4. New Hubs

 

link → https://beefreesoftware.atlassian.net/wiki/spaces/SVA/pages/660439375/Staff

Shared / Emailed Dashboards need to be manually changed

Do you also want to change the shared / emailed reports ? → https://beefreesoftware.atlassian.net/wiki/spaces/SVA/pages/660439411/Share+Dashboards