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How to add a new staff member

Create the staff record, choose a privilege set, and activate the account when a staff member is ready to log in.

Adding a new staff member has two parts: creating the staff record, then activating the account so the employee can log in.

Before you start

  • Only an Admin can activate an account. Admins can't activate themselves, so each office should have two staff as Admin.
  • Make sure the staff member is ready. Activating the account sends them an auto-generated email with a link to set their password for their first login. The link expires in 15 minutes, so activate the account only when they can check their email right away.

How to add a new staff member

  1. Go to Staff in the main navigation.
  2. Open the action menu.
  3. Select Add Staff.
  4. In the Add Staff Member window, complete First Name, Last Name, Work Email and User Name. The user name must be unique.
  5. Choose a Privilege Set: Staff, Administrator, Confidential, Staff/Confidential or Admin/Confidential.
  6. Select Submit. All fields are required.
  7. Go to the Staff Login Info tab on the new staff member's record.
  8. Click the red Inactive button.
  9. When asked "Activate this account?" select Yes.
  10. The staff member receives an email with a link to set their password. They need to use it within 15 minutes.

  11. The staff member receives an email with a link to set their password. They need to use it within 15 minutes.

Tip: Double-check the Work Email before you submit. That's where the login link goes.

Important: If the new staff member will be a supervisor or a manager, click the blue Make Supervisor or Make Manager button on their Personal tab. CasaManager automatically assigns the next available Supervisor ID or Manager ID. If you click one by mistake, you can undo it.

Good to know

  • Link expired or locked out? On the Staff Login Info tab, click Reset Password to send a new link. Use it when the first link expires or when a staff member is locked out after too many failed login attempts. Only an Admin level user can reset passwords.
  • Need to make a change later? An Admin can change the user name or privilege set on the Staff Login Info tab. Make sure the staff member isn't logged in first.