Adding Staff to a Team on the Master Page

This guide quickly shows how to add or connect staff to a team from the MASTER page, covering checks for existing accounts and when to create new ones. Follow it to ensure proper team access is granted and avoid duplicate entries by using the search-and-connect workflow.

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7 steps
2 minutes

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Go to the MASTER page and locate the team you want to update Staff on.

Check the Change to Drop down to see if the person is already listed. Make sure to Click the "Team access" box. Click Update.

Click "Update".

If the person is not listed, Click "New".

Enter the email to see if they are already in the system and click "Search for Account".

RED > If they exist, their name will appear. Click "Connect" to add to the team.\ YELLOW > If they do not show up, add their information and click New.

Make sure to give Update Access and click Update.