Creating and Editing Staff Accounts in the Dashboard | Scribe

    Creating and Editing Staff Accounts in the Dashboard

    • AccushieldAccushield

    Before Getting Started: Are You Using An Integration?

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    **Did You Know?** Accushield has the ability to synchronize staff roster data between your staff record platform and Accushield. We partner with ADP, UKG, ISolved, Paycom, Paylocity and more! We call this synchronization an integration and it's **the best way** to maintain your staff roster. It saves you time, effort and ensures your roster is as accurate as possible. Interested in establishing an integration? Reach out to [email protected].
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    If your community IS utilizing an integration to bring over staff data, you will NOT want to follow this guide. You'll want to avoid making manual updates, edits or additions to the Accushield Dashboard. All staff data should flow from your HR Software. If your community is not utilizing an integration, you can follow this guide:

    Uploading & Updating Staff In the Dashboard

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    Navigate to [https://dashboard.accushield.com](https://dashboard.accushield.com/landing)
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    Click "Accounts"
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    Click "Staff" from the dropdown.
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    Click "Upload"
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    Accushield provides a formatted CSV template you can paste your staff information into. To download that, click "download the Staff List Template" & follow the instructions on the popup for filling in your template.
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    Once the file is ready, click "Upload CSV file," choose your file and click "Upload"
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    If there are any issues with your file, you may see a red banner appear that specifies which rows/columns our system couldn't accept.
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    To upload a single staff member, click "Add"
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    Fill in as many fields are you'd like. The required and recommended fields include: First & Last Name, Title, Email (if you plan on giving them Dashboard access), Service Type (Primary), Mobile Phone Number & Employee ID. Mobile Phone Number / Employee ID are especially important if you want this staff member to sign-in and sign-out of the Accushield Kiosk.
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    If you want this staff member to have the ability to log into the Dashboard and view reporting or update settings, you can turn the Dashboard Access toggle "On"
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    Create a temporary password for this user. The 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.
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    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. To view a breakdown of the roles, you can click the "Click here to view details of each role type" button.
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    If this staff member receives visitors / guests for meetings, appointments, ect - you will want to change the Display in Kiosk toggle to "On"
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    Click "Save" once you're done with your changes.
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    If a staff member is no longer working at your community, you can change their Status to "inactive"
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    Accushield provides Permanent QR codes, which when downloaded & shared with the staff members, will allow for quick sign-in. Download the QR Code by clicking the downward arrow. [Learn more here.](https://accushield.my.site.com/support/s/article/Permanent-QR-Codes)