Staff Management Overview

This article will provide an overview of how to manage staff within Consent2Go

Introduction

This article will discuss the functions of Consent2Go used for Staff Management, including:

• System user roles overview
• How to add, edit and delete system users
• How to subscribe notifications
• How to send temporary passwords

System User Roles

The access level a staff member has to Consent2Go is determined via their system role. System Roles are assigned to each staff member and determine what they are able to do in Consent2Go. There is a list of default system roles that are created with your system, however these are fully customisable to suit the school's needs.

To view your system roles, follow the steps below:

1. Select the '>' beside the Staff tab, and open the System Users tab
2. From the top of this page, click "System Roles"

This will show a list of current roles in your system. 

From here, you can edit the roles to view the access it has assigned. You are also able to add new roles, or delete existing roles that may no longer be relevant.

Selecting the + icon beside the role name will expand and show a list of staff that are assigned to this role.

How to Add, Edit and Delete System Users

Navigate to the System Users tab, located in the Staff drop down to view the list of current staff with access to Consent2Go.

Add

From this tab, you can use the "Add New" button to input a staff member into the system. You must provide a first and last name, email and choose the role you would like them to have. You can also provide them specific additional privileges, on top of the access set out in their default role. This may be used for specific staff member that need access to one or two admin features - but not the entire role itself.

Edit

Once staff are added to the system, you can edit their account as needed. This includes changing their name or email, assigning a campus, or granting/removing their additional access. 

To action this, locate the relevant staff member and select "Edit":

Delete

If a staff member no longer needs access to Consent2Go, use the Delete button in the System users tab to remove their record.

How to Subscribe Notifications to Staff

From the System Users tab, you can also manage a staff members notifications. Consent2Go offers a variety of options that staff can subscribe to, in order to be alerted for certain actions. For example, updates to student medical conditions. 

Select the Notifications button beside the relevant staff member to view and edit their current subscriptions.

How to Send Password Resets to Staff

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.

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