Creating New Office Staff Accounts

When you hire a new office staff person you must create a new par8o user account. This is a simple process involving just a few steps. 

Note: Only users with client admin accounts or office staff accounts that include additional permissions to 'Office Admin' can create new accounts.

1. Navigate to Office Admin
2. Click Manage Users.
3. Click the Add New Staff button. Select Office Staff account type.

   

4. Type the staff person's email address in the Email field.
5. Click Search.
   • If an account exists associated with that email address, you'll be able to view their profile information as their account will populate
     
     OR
   • If an account does not exist, click the Create New Staff button that now appears on your screen. 
6. Under Profile Information, type the staff member's first name, last name, and email address. For clients that use single sign-on to access par8o, check the check box  "Do Not Send Account Creation Email".
7. Under Office Affiliations:
   • If you have an existing staff account you'd like to copy account settings from, use the Copy affiliations from another user box to search for the existing account, then click Copy.OR
   • Search for the offices name and address, then click the matching result to select the office, which will add it to the staff person's profile. Continue this step until all offices are added to this users profile.
8. Click Save.