How to add staff?

Implement the following steps to add staff members on Service Shark.

Step 1. Access the Staff page

  • Click on the Settings menu (gear icon) on the bottom right of your screen.
  • Find the Staff page under the Company section and click on it.


Step 2. Add staff member

  • Click + button on the top right and you will see the Add new staff window opened from bottom

  • Type the name of the staff member to the Name field.

Step 3. Add details for the staff member

  • Enter the email address of the staff member to the Email field. Email is mandatory for sign in.
  • Set a password for the staff member’s account  and type to the Password.
  • Retype the password to the Repeat password.

Step 4. Choose access level

  • Choose the role type for the account from the Access type dropdown.
  • Manager role means the employee can see all data in the system.
  • Technician role means the employee can have access to the relevant data it has been assigned to.

Step 5. Save the data filled

  • Click on the Save button.
  • Pass on the account credentials to your employee to log in Service Shark.