Creating a new staff member

Staff are queue-holders in HelpMaster and belong to one or more skillgroups

A staff member is a type of client that is a HelpMaster queue-holder. A staff member can also log into HelpMaster via the Desktop, or Web Portal.

The initial steps to creating a staff member are the same as creating a new client.

Fill in the all of the appropriate name, contact and other details for the new staff member, then click on the “Permissions” tab to display the following screen.

Click on the “Staff (user of HelpMaster) option button.  A new “Staff” tab will appear to the right of the “Permissions” tab. 

Select an appropriate Application Security Role for the staff member.  An Application Security Role determine what the staff member can do within the HelpMaster application.

Select one or more Skillgroups that the staff member belongs to. For each skillgroup selected, you will need to select a Job Workflow Role for it. 

Allocate a web portal license (if web portal access is required)

Grant web portal license

See Also

Client Overview

Skillgroups

Security

Assigning Jobs

Job ownership and assigning jobs

Explorer screen