How to Give Staff Access to the Dashboard

Assigning Dashboard Access for members of your staff allows them the ability to make necessary updates as well as view/download important reporting.

Olivia Todd
16 steps
58 seconds

Accushield

Navigate to [https://dashboard.accushield.com](https://dashboard.accushield.com/landing) Click "Accounts"

Click "Staff"

Click the name of the staff member you want to give Dashboard access to. You can use the "Search" box at the right of the screen to find someone quickly.

Click "Edit" to make changes to their profile.

If the "Email" field is empty, type in their work email address.

Scroll down to the "Dashboard Access" section and toggle it "On"

Create a temporary password for this user. The password you set will be temporary, as user will be required to reset this password upon first sign in. Passwords are case sensitive and should have eight or more characters, upper and lowercase letters and at least one number and special character.

You'll then assign them a role. Each role has a different level of permissions. The "Community Admin" role is the most common, as it allows the user complete access to the Dashboard with no restrictions.

Here is a breakdown of what each dashboard role has access to:

You may want to consider also having their name appear on the kiosk for guests to choose from. So if this staff member receives visitors / guests for meetings, appointments, ect - you will want to change the Display in Kiosk toggle to "On"

If they are marked as "Display in Kiosk," we'd recommend adding a phone number to their account and toggling "Notify on Visit" to be On. This will send a text alert to the staff member if they receive a visitor that has signed in to meet with them.

Once you're done making your changes, click "Save"

The staff member will then receive an email notification instructing them to verify their email. Instruct them to click "Verify my email" button.

If they are unable to verify their email address within 24 hours of the email being sent, they will need to re-send a new verification email. Ask them to navigate to [dashboard.accushield.com](https://dashboard.accushield.com), type in their work email address into the Email field and then click into the "Password" field. They should then see a "Verify Email" button appear. When clicked, it will send a new email address to their inbox.

If you want to view all of the staff that already have Dashboard Access, you can utilize the "Roles" filter on the left. Once you've checked the role(s) you want to see, click "Apply"

Anyone that has Dashboard Access should also have their role visibly listed on that "Staff" profile page.

After a dashboard account has been created, the best way to update or change a password is using the "Forgot Password?" option on the dashboard log-in screen. Admins and leadership cannot change the passwords of their staff.