Creating a new staff account in WebJoint is a fundamental step in building an efficient team and enhancing your business operations. This article guides you through the process of adding a new staff account within the WebJoint software.

Step 1: Accessing Staff Management

1. Begin by accessing the left-side navigation menu in your WebJoint account.

2. Click on "Accounts" and then select "Staff" to access the staff-related features.

Step 2: Navigating to Staff Accounts

Within the "Accounts" section, locate and click on "Staff." This will take you to a page displaying a comprehensive list of all the existing staff accounts in your WebJoint account.

Step 3: Adding a New Staff Account

On the "Staff" page, look for the "Add a New Staff Member" button. Click on this button to initiate the process of creating a new staff account.

Step 4: Entering Staff Information

1. Clicking the "Add a New Staff Member" button will bring up a form to input the required details for the new staff account.

2. Provide the following information:

- Email Address: Enter the email address associated with the new staff member's account.

- Name: Input the full name of the staff member.

- Role: Select the appropriate role for the staff member from the available options (Budtender, manager, driver, owner, dispatcher, cashier, inventory manager). Each role is associated with specific permissions. To learn more about permissions, you can read more here (link to permissions article).

- Facilities: Choose which facilities this staff member should have access to.

- Phone Number: Enter the contact phone number for the staff member.

- Job Title: Provide the staff member's job title within the organization.

Step 5: Saving and Sending Invitation

1. After entering all the necessary staff information, review the details to ensure accuracy.

2. Once you're satisfied with the provided information, locate the "Save" or "Create Staff Member" button. Click this button to finalize the creation of the new staff account.

3. A temporary password will be generated and sent to the staff member's email address. They can change this password upon their first login to the system.

Adding a staff account in WebJoint is a pivotal step in building a cohesive and effective team. By following the steps outlined in this guide, you can efficiently create a new staff member's account, grant them appropriate access, and provide them with the tools they need to contribute to your business's success.

For more detailed information on managing staff accounts, configuring permissions, or any other aspects of WebJoint, refer to our support resources or reach out to our dedicated customer service team. We are here to ensure that your experience with WebJoint is optimized for streamlined team collaboration and operational excellence.