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topuptax - Add New Staff

Under the Offices & Staff heading on the left hand pane of the main screen select New Staff to bring up this screen into which you enter details of the new staff member.

If you have logged on as Master User the input screen changes to enable Login details to be entered.

To allocate the role of your new staff member click on the drop down arrow on the right hand side of the Position box, select the appropriate role and Save.

To view/edit the Staff Position of your employee click on the ellipsis (...) to the right of the Position box and select the appropriate job description.

If necessary click on the Add button, enter the new position and Save. To change a job description click on the View/Edit button and Save after making the necessary changes.

See Settings - Security regarding setting up Master User and entering Login details

 

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