Managing Staff
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      1. SureImpact Knowledge Base
      2. Managing Staff

      Adding a User with the “Staff with All Clients” Role

      This article describes the security permissions associated with the "Staff with All Clients" role.

      This role is able to perform case management tasks for all clients in the organization, rather than requiring Administrators or Managers to manually assign clients to each staff member or assign the user to a program.

      To add a user with the “Staff with All Clients” Role 

      1. In the top navigation, click Staff.
      2. Click Add Staff.
      3. Enter the First Name and Last Name.
      4. Enter the Email the Staff user will use to access SureImpact.
      5. Enter the staff member’s Employee ID. (This is an optional field where Administrators and Managers can enter an external Employee ID if desired).
      6. Enter the staff’s Hire Date.
      7. The Role “Staff with Assigned Clients” is already selected by default, so no action is necessary.

        Note: Based on customer request, the fields under Qualifications are available to enter additional information about Staff users. You may skip these fields.
      8. Click Save.