Staff Profiles stores the Staff Profile information, Permissions, Staff Groups, Time & Billing, Notification Settings, and Advanced Tabs for each staff member who is authorized to use Neos.
NOTE: You must have at least Enabled permissions to Directories > Staff Directory.
To access Staff Profiles:
Click the Settings button on the left navigation pane. NOTE: A new "My Staff Profile" Special Permission allows staff to access their Staff Profile tab (from the left navigation pane) without access to other sensitive information. Refer to Assigning Special Permissions for more details.
Click the Staff Profiles button in the Staff Settings group.
A list of staff in your firm will display in a grid, showing Staff Code, Full Name, Active, Neos User, Last Login, Email Address, Mobile Phone Number, and Two-Factor Enabled columns.
Staff Code – A code used by Neos to log in users and assign ownership of cases/intakes, messages, calendar events, etc.
Full Name – The staff's full name which is used in creating documents, texts, and email templates.
Active – Checkbox indicates if a user will display in Neos Staff dropdown fields. When deselected, users will not be able to make changes while logged in to Neos.
Neos User – Checkbox indicates if the user can log in to Neos.
Last Login – Displays the date of the user's last login to Neos. Activities of a user inside Neos can be viewed using the Activity Feed Dashboard Tile in My Dashboards.
Email Address – Displays the staff's Office365 email. When activated in Neos, the email is used with two-factor authentication, calendar, and the ability to send text messages.
Mobile Phone Number – The staff's mobile number is used with texting and 2FA.
Two-Factor Enabled – Checkbox indicates if the user has two-factor authentication enabled when logging in to Neos. When selected, 2FA will also be used when accessing the Word and Outlook add-ins and the QuickBooks Integrator.
From the list view, click the + Add button to create new staff.
Staff can be deleted from the list view or from the Staff Profile Tab.
A marked check box
or unmarked check box
will display when staff are active or inactive, if they are deemed a Neos User (paid licensee), and if they have Two-Factor Authentication enabled. When staff are marked inactive, they will be filtered alphabetically toward the bottom of the Staff list, with other inactive staff.
NOTE: When staff are inactive, their Neos User? check box cannot be selected (which means they are not a paid licensee and cannot log in to Neos).
Select a staff to display their Staff Profile, which includes the tabs: Staff Profile, Permissions, Staff Groups, Time & Billing, Notification Settings, and Advanced.
Staff can also be replaced using the Staff Information Tab.