How to add a new staff member in Aura

Modified on Thu, 9 Oct at 11:48 AM

Click Your Name in the top right corner, then click User Maintenance.
Click Add.
Click in the Staff ID drop down and select the Staff Member from the list. If the staff member hasn't been added in the client list yet, click Add Client and enter the required details.
Assign the staff member a Username and Password.
In the Security Roles tab, click Add Roles.
Select a Security Role from the list and click Save.
In the Staff Lists tab, assign any Drop Down List you wish for their name to appear in.
If the staff member will be sending emails from Aura, navigate to the Email Accounts tab and click Add. Enter Email Settings (you may need to get these details from your IT provider). Click Save.