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Provisioning Staff Profiles to Multiple Companies in the Organization
Provisioning Staff Profiles to Multiple Companies in the Organization

Keywords: staff profiles, staff acounts, staff, admin, add staff member, add team member, multiple locations

Josh Koontz avatar
Written by Josh Koontz
Updated over a week ago

Have several companies under the Organization structure in Spectora? You can now easily add staff profiles for various companies!

Check out the video below from our product team for a full walkthrough of this feature!

NOTE: This workflow only applies if you are using the Spectora Organization tools.


Provision of the Profiles When Creating the User

When creating a new user profile for a staff member, you can easily add them to multiple locations during the profile creation. Follow the steps below to see how.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Log into your Org Manager role

  2. Click "Companies"

  3. Click the company/location you would like to create the user profile in first

  4. Click "Team"

  5. Click "Add Staff Member"

  6. Add the staff member's name, email, and phone number

  7. Click below "Also add profile to other companies" to open a dropdown menu

  8. Select the company or companies you want to add the profile to

  9. Set the permissions for the staff member

  10. Click "Add Staff Member"
    ​

❇️ NOTE: ❇️

All the permissions set when creating this user

will apply to all the companies you select.

The permissions may be edited afterward by going to the respective Team page for the individual companies or by an admin who is logged in directly to that company.


Provision of the Profiles After a User is Already Created

If you recently added a new company/location to your organization, and want to add an existing staff member to it, you can easily do so from the Team page. Follow the steps below to see how.
​

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Log into your Org Manager role

  2. Click "Companies"

  3. Click on the company where the staff member already exists

  4. Click "Team"

  5. Click the staff member's name

  6. Click "Profile In" to open a dropdown menu

  7. Select the company/companies you want to add the staff member to

  8. Click "Save"

πŸ”΄ NOTE: πŸ”΄

De-selecting a company in this drop-down and clicking save will not remove the user profile from that company at this time.

You must still remove the profile directly from the Team page of that company as an Org Manager or directly in the company as an admin.


Frequently Asked Questions

  • How do I change to/log into my Org Manager role?

  • How do I add a new company/location to my organization?

  • What do the permissions mean and how do I change them?

    • The permissions determine what a staff member can and cannot do in their Spectora account. Click here to see a more detailed explanation of each permission and how to edit them.
      ​


If you have any questions or feedback, write into our chat bubble or email support@spectora.com!

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