Onboarding A User From Another Call Steward Local

Modified on Sat, 29 Jan 2022 at 09:28 AM

Call Steward accounts are tied to email addresses and MUST BE unique to all Call Steward clients.

So let's add a user from another local.

On the Main Menu Click on Employees

Then in the upper right find Add New Employee
Next, enter the name or email address of the employee in the SEARCH box, used in the other local into the search box
Select Add from the results.

Now we need to onboard for your local needs.

It is required that you select at least one skill, AND define a status group.

Date of Hire and Member Since are optional but this is a great time to enter that data.

Finally, Click SAVE and enter the any misc notes for the employee file.

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