Staff

Accounts

This section describes how to add and edit staff, including how to change passwords when staff have trouble logging in.

To access the staff page:

1. Log into FollowUp at https://app.intouchfollowup.com
2. Go to the Admin tab
3. Select Staff on the blue bar
   To view staff listed as active, keep Status on Active
   To view staff that have been de-activate, change Status on Inactive
   
   

To add a new staff personaccount:

1. From the Admin Links Menu, click New Staff 
2. In the Staff window fill out Contact Details and Login Information 
   Note: Fields marked with a red * are required 
3. Ensure Status is Active Select Permissions (position/role at club – see next section for more detail) 
4. Click Save

To edit information for an existing staff personaccount:For example, use this section

1. Highlight the existing staff member you wish to edit
2.  Click Edit
3. Make the necessary changes
4. Click Save

To deactivate an existing staff personaccount:

This will de-activate this person’s Username and Password, but keep their information for reporting

1. Highlight the existing staff member you wish to edit

2. Click Edit

3. Change Status to Inactive

4. Click Save

To reactivate a staff account:

1. Under Status in the top left, change the view to Inactive

2. Highlight the existing staff member you wish to edit

3. Click Edit

4. Change Status to Active

5. Click Save