Once a staff group has been created, you may add staff as needed. Multiple staff may be added from the Staff Groups Directory. Review the Staff Directory > Staff Groups Tab for information about adding a single staff to staff groups.
NOTE: You must have Add permission to Directories > Staff Groups.
To add staff to a staff group:
From the Staff Groups Directory, select the group name from the Staff Groups pane where you wish to add staff.
In the right-hand pane, use the Available Staff list to select the staff you wish to add.
Click the left arrows button
to move that staff to the Used Staff list.
You may also drag and drop the selected staff.
Click the Save button to save your changes.
Staff can be added to multiple staff groups as needed. When a staff group is selected from a Staff dropdown, functions such as viewing calendar items, sending or viewing messages, and intakes are applied to all staff in the group.
Use the drag anchor
to reorder the list of Used Staff and Available Staff. Changes will automatically be saved.
