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How to Add and Designate Workforce Admins
How to Add and Designate Workforce Admins
Updated this week

You must have Admin Level - SuperUser access to add or designate workforce admins.

How to Add Workforce Admins

NOTE: If you do this for your own account, you must log out and back in for the changes to take effect.

To track members as part of your workforce, you must assign at least one account as a Workforce Admin.

  1. Click Org Tools > Accounts or Members in the side menu.

  2. Click the name (not the checkbox) of the account you want to make a Workforce Admin. They can be any level admin, from Email/Print/Calendar.

  3. Scroll to the Account Access Settings section and set the Workforce Admin dropdown to Full Access.

  4. Click Save.

How to Designate Workforce Admins

You must have Admin Level - Email/Print/Calendar and Workforce Admin - Full access to add or designate workforce admins.

Workforce members are paid or volunteer staff members for whom you would like to track their role(s), certifications, and courses they have taken. You can also monitor expiry dates for certifications or courses. In the Member section of Account/Member Admin, you will designate members as Workforce members.

  1. In the side menu, click Org Tools > Members.

  2. Click the name (not the checkbox) of the member you want to make a Workforce member. Add them to the appropriate account in the Accounts tab if you do not see them. The account can be at any admin level, including Not an Admin.

  3. As a best practice, we recommend setting their Squad (and possibly Billing Group) to something like Workforce (consider using more than one group to categorize different workers). This will allow you to set filters to find and message them easily. If groups like these do not exist, click the gear icon to the right of the group to add them.

  4. Scroll down to the Workforce area and select Yes for the question, Is this member a volunteer or part of the workforce?

  5. Fill in dates and reference numbers for the Safeguarding and DBS Check fields.

  6. Click the Upload Icon to upload Safeguarding and/or DBS Check certificate files. Once uploaded, click the document icon to view it.

    • If there are no certificates, download this no-certificate text file by clicking it, saving it to your computer, and then uploading it.

  7. Optionally add roles and courses (see first article below).

  8. Click Save when finished.

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