BOOK A CUSTOM DEMO

Adding a Contact
(e.g. Staff Member) to a Team

In these 2 examples we allocate a new staff member to a team. One staff member is pre-existing in the company directory and one needs to be created from scratch

Your first baby steps

Adding Staff To A Team

1. Click here on the team to which you would like to add staff

2. Click on 'Roles & Staff'

Example 1

Adding a pre-existing contact/staff member to a team

3. Click in the search box to find the pre-existing staff member

4. Upon locating the staff member, drag contact into the 'Staff Members' area

At this point, you will need to decide if this will be the primary location of this staff member.
In other words, if the person is already assigned to another team, you will need to decide which one is the primary team.

5. Click here to toggle between primary & secondary role allocation





Example 2

Creating New Contacts (e.g. Staff) from the Presto PDCA Dashboard

1. If the staff member you seek has not yet been added to the company directory,
you can create him/her on-the-fly by clicking here

2. Complete the new contact creation form

3. Save

Congratulations! You have finished the exercise

This website uses cookies, including third-party cookies, to guarantee you the best experience on our website, analyse traffic to this website, show you personalised ads on third-party websites, and provide you with social media features. You can change your preferences at any time by accessing the cookie settings. For further information, please read our Cookie Policy