Staff Accounts
Overview
Staff accounts are established between a Person and an Organization that they can act on behalf of.
Creating and removing Staff accounts
Staff accounts are created by Administrators in the Admin → Profile → Staff List page. It is not currently possible for an Organization user to add its own Staff members.
If a Member with the specified email address does not exist, a new one will be created.
A newly created staff member will not have an assigned password and will be unable to log in until a password is assigned via the Admin → Member Profile → Set Password page.
How to find out if someone is staff of an Organization
You can find out if a Member is assigned to an Organization either through the Organization or the Individual.
From the individual’s account
Go to either My Account or Admin → Members → Member Profile and use the “Providers” 3rd level navigation link.
From the organization’s account
Go to either My Account or Admin → Members → Member Profile and use the “Staff” 3rd level navigation link.