Adding Staff - quick start method
The first way is quick and simple and invites staff directly to their mobiles with instructions to activate their accounts and download the GeoOp application. Staff set up this way will have usernames and passwords automatically allocated to them.
Click the Invite Staff sub-tab. This will take you to a special Add Staff page with a video overview of the quick start process. Essentially all you need to do is complete the fields below, click the ‘Add Another Staff Member’ button to add as many further staff members as you like, then click submit when you're done - easy!
Adding Staff - alternative method
The second way enables you to add greater details on the staff member's record if required, set varied Staff Roles straight away (if you have already set up Staff Roles), and define their user names and passwords. This method obviously takes a bit longer but gives you the control and time to ensure you have GeoOp set up as you wish, before then rolling out the mobile app to staff at your leisure.
Once you have set the staff records this way, you may even wish to install/set up the app on staff mobiles yourself, and maybe even perform group training to ensure staff gets maximum support. It all depends on the scale and nature of your business, the users involved, and the way you want to do things. In the article On the Job - the Mobile GeoOp App, you will find links to YouTube videos that could be sent to Staff for training if you wish.
To add staff using this method, from the Staff tab you'll see the full Staff list. To the top-right of this list is an Add Staff button. This will take you to the full Add Staff page, where you can enter details as required. As a minimum, you need to enter your full name, username, password, and mobile phone details. When done, ensure you save the record, then repeat the process.
If you have a staff member whom you no longer want to access GeoOp, It is best to mark them as 'Inactive'. Marking a staff member as Inactive will disable their access to the GeoOp account and they will no longer count as a license. Marking a staff member as inactive means that you are able to reinstate them if you ever need or want to in the future.
It is sensible to locate all future jobs assigned to a staff member - and to reassign them to another staff before marking them as inactive. You can filter the Job List via staff member, or from the staff list, view the staff member's jobs tab to see all their jobs.
Deleting a staff member is irreversible - we are unable to recover staff information once deleted, so think carefully about this. To delete any Staff records you want, simply navigate to the Staff List screen, tick the boxes to the left of Staff names you want to delete, then click the Selected button above the tick boxes. Choose to Delete Selected from the button option.
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