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Step Two - People: Staff

Learn how to add staff, set roles and permissions, and prepare your Pike13 site before building out services.

Now that you have completed Step One and have reviewed the onboarding checklist and timeline, we will begin creating the Studio42 site together. First, we will briefly review the different types of people who will be accessing your site. We will walk through how to add staff to your site and show you how their roles and permissions impact what they can see and do in Pike13.

Introduction

In our first video, we will touch on the different roles both staff and clients can have in Pike13.

Video: Overview of people

Staff

In our Staff video will go over how to add your staff members to Pike13 and assign them one of four roles: owner, manager, staff and limited staff. After we have added our Studio42 staff, we will log in to each staff member’s account to show you how their role impacts what they can see and do on your site.

Video:  Staff

 

Before moving on to Step Three - Services, please make sure you have:

    • Added your Staff Members to your site
    • Added additional locations, if needed

If you have questions about these tasks, please reach out to your onboarding specialist.