For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manage facility staff

Assign staff to the facility and select the role they perform at that location.

Add staff

  1. Open the Company App.

  2. Go to Facilities > Find.

  3. Select the facility.

  4. Open the Staff tab.

  5. Click Staff Member.

  6. Search for the user.

  7. Select the facility role.

  8. Save the assignment.

The staff list shows the user, assigned role, and assignment date.

Remove staff

  1. Open the Staff tab.

  2. Find the user.

  3. Click the remove action.

  4. Confirm the change.

Removing a facility assignment leaves the user account and Security Groups unchanged.

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