Staff Management Overview

This article will guide you through how to manage staff within Consent2Go

*Please note, you will require system administrator privileges to complete this process.*

Watch our help video below:

Alternatively, read the guide below:

This article will discuss the functions of Consent2Go used for Staff Management. It will provide an overview of:

• System User roles overview
  • How to view roles available 
  • How to assign roles to staff
• How to add staff into Consent2Go
• Account management
  • Sending password resets 
  • Managing notifications 
• View the staff list & general information

To view our "How to use a temporary password" leaflet, please click here.

System User Roles Overview

System Roles are assigned to each staff member and determine what they are able to do in Consent2Go.

To find the System Roles list, navigate to the cogwheel, then select ‘System Settings’ and the first tab ‘System Roles’.

Here you will find a list of predetermined roles that have been created. Each role has a brief description of what it might be used for. For example, Admin staff has the description: For admin staff to manage parent updates and send messages not generally used for excursions.

To view the active staff within a role, select the '+' to the right of the name.

Select ‘Edit’ to view the details of the role, such as:

• Name
• Description
• Security Level
• Year Groups the role can edit
• Access of the role
  By scrolling through this list, you can view the different sections of the system this user role has access to manage. You can toggle each setting to suit your school’s needs.
  
  

We recommend taking some time to review this section of the system and familiarise yourself with the System Roles.

Where to Manage Staff

To add and manage staff within the system, navigate to the ‘System Users’ tab. This can be found be selecting the ‘>’ besides ‘Staff’ or through the cogwheel > ‘System Settings’. 

Adding Staff

Select ‘Add New’ to add a new staff member to your system. From here, you can enter their:

• First Name
• Last Name
• Email
• Assign them their role

You can edit this after adding by selecting the ‘Edit’ button to the right of the screen.

Deleting Staff

To delete a staff member from Consent2Go, navigate to the System Users tab.

From the Action section select 'Delete'.

Sending Password Resets

If a staff member has forgotten their password, or has not yet logged into the system, you can issue them a temporary password so they can select a new password and verify their email.

To do this, select the box besides their name then select the ‘Send Password reset details.’

It’s important to note, the temporary passwords issued by Consent2Go will only be valid for 12hrs. Staff must also include all special characters and numbers included in the email provided.

We do have a leaflet on how to use these temporary passwords, if you think this would be beneficial for your staff - Click here to view.

Managing Notifications

Notifications allow staff members to be updated when certain things happen throughout the system. For a full guide on the Consent2Go Notification function, please click here.

To manage a staff’s notifications, select the ‘Notifications’ button. This will show you a list of user notifications available. 

Different staff will require different notifications. For example, staff responsible for approving events would need to be subscribed to approval notifications. 

To find a more detailed list of notification, select the ‘>’ arrow besides ‘Staff’, then click the ‘Notifications’ tab.

From here you can search by text and review a description for each event.

Viewing Staff List & General Information

Once the staff members are in the system with their appropriate roles, their general information can be viewed via the ‘Staff’ tab. 

From this tab, you can view their contact information, qualifications, medical details, and login history by selecting the green arrow besides their name (much like viewing students in the 'Students' tab. Please note, this staff information can be accessed by all users logging into the school, that have access to the 'Staff' Tab. 

This tab allows you to edit your staff’s details, assign them to teams and send them messages.

We hope this guide helped with your enquiry.