This article guides you through the staff portal, explaining how staff can access it and its features.

Video Walkthrough

For a live demonstration on Staff Portal, watch the below video:

Manage staff portal & access settings.   

Staff portal initiation:   

1. Navigate to the Staff module.   

2. Select the desired staff member using the scroll list or search bar.   

3. Go to Staff Portal.    

4. Share the portal link with your staff via email by clicking on the "Send Invitation" button. The email addresses that you provided during staff creation will automatically appear. You can see the status of their account setup on the screen 

5. Alternatively, you can provide them with a link to change their password. Choose an expiration date for the link and click on "Generate Link." You can then share it with them by  copying it and sending it in a message/email or sending it directly to their email. They can reset their password by clicking on the link, and they will then be able to log in.  

Manage Access settings:

1. Navigate to the Staff module.   

2. Select the desired staff member using the scroll list or search bar.  

3. Go to Staff Portal > Access Settings (second tab). 

4. Toggle the permissions you wish to allow or deny for the selected provider.   

5. Changes will be applied automatically in the provider’s portal based on their assigned roles and responsibilities.