TracCloudGuideBasicsStaff: Difference between revisions
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TracCloudGuideBasicsStaff
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* <b>Username:</b> This is the username that this staff member will use to login. | * <b>Username:</b> This is the username that this staff member will use to login. | ||
* <b>Primary Group:</b> This field decides their permissions group in the Trac System, exactly what they can and can’t access, as well as the centers they can manage. | * <b>Primary Group:</b> This field decides their permissions group in the Trac System, exactly what they can and can’t access, as well as the centers they can manage. | ||
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If this staff member is going to be a consultant, the following options are also relevant. | If this staff member is going to be a consultant, the following options are also relevant. | ||
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* <b>Consultant Checkbox:</b> If this box is checked, the staff member will be defined as a consultant. Additional options such as their certifications, reason specialties, course list, and several more will become available. | * <b>Consultant Checkbox:</b> If this box is checked, the staff member will be defined as a consultant. Additional options such as their certifications, reason specialties, course list, and several more will become available. | ||
* <b>Online Link:</b> If this consultant can hold online classes, this link will be their personal static URL to a conferencing software of your choice. | * <b>Online Link:</b> If this consultant can hold online classes, this link will be their personal static URL to a conferencing software of your choice. | ||
Revision as of 16:02, 4 August 2021
Getting Started / Basics |
Creating a Staff Member Now that your TracCloud system has been configured, the first step towards fully utilizing your system is creating a staff member. To begin, head over to your Staff Listing by going to Other > Listings... > Staff. File:U346rhty75k57k6k.png The Staff Listing will display all of your existing staff members. For this example, we’ll be creating a new one, so you’ll want to click the hamburger icon (File:Hamburger.png), then “New Staff Member”. File:46jyh4j556556j.png This will bring you to the General tab. We’ll go more in-depth on every option in this menu in another article, but for now let’s just cover the highlights.
If this staff member is going to be a consultant, the following options are also relevant.
File:4354j5k55j.png The following tab, Contact & Other Data, lets us manage the staff member’s contact information. If you have any custom fields setup for consultants, this is also the page where those would appear, for example, “Eye Color” and “Zoom Password” below. We will cover custom fields more in another article. File:75yjrtdfgh45j.png Certifications are next, here we can find this consultant’s existing certifications or add new certifications by clicking the hamburger icon. File:5j56k57k67k7k5k65k5.png After clicking the “New Certification” button, we will be brought to a page where we can select our certification type, grade, hours, and more. After saving, the certification will be found in this consultant’s profile as seen above. File:4k6j56rhtfcgj6j.png Lastly, the Reason Specialties tab. This is where you can assign your consultants to the reasons or services they’re able to assist with, similar to course list specialties. File:6k46k56k6j65jh4h354.png Click save after making any modifications, and you’re all set to continue through to the next chapter. |
