Manage Agency Programs - adding/removing staff
Adding/Removing Staff in an Agency Program
Every staff member needs to be attached to at least one Agency Program.
Therefore, you will need to create at least one Agency Program. It can cover your whole Agency or be specific to a team, location, funding stream, etc. The concept is flexible but the end result is the same -any staff not assigned to the Agency Program will not be able to see Service Forms created by that Agency Program staff
Go to Manage Agency Programs
Find the program you want to add the staff to and click edit
Scroll down, add staff in the User Assignment area.
To add a staff member to the Program click on the [+] sign and select the worker from the drop down menu. Click on Update to save, each program should be saved after all changes
You can make one of the Program staff a "Manager". This extra role allows the member to add/edit other members assigned to this Program. A Manager can also run reports and filter by Program.
Staff can belong to multiple Agency Programs.
Remember, if staff are not assigned to a Program, they will not be able to see information on Services entered by staff in that Program. It will say Restricted.
Go to the program,click edit
Find the staff member and click delete and remove the user from the program.