Staffarea files

Preparation for using Staffarea files

To allow staff to see Staffarea files in their staffarea you will need to ensure that their allocated staff status has permission to view these files

• Go to Settings > Staff options > Staff statuses
• Here you can see a list of your staff statuses and which statuses are allowed to view the files
  
  • This ensures you have full control over who can and cannot see staffarea files
  • For example, you wouldn't want recently applied staff or blacklisted staff to have access to these, it would mostly be only your active staff
• If a status needs to have permission click on Edit button for that status and tick the following checkbox
  
• Press Submit to save the changes

Adding files to the staffarea and selecting visibility

Within staffarea files you can

• Add files (PDF, Word, Excel) and create permissions for those files to only be seen by staff booked onto certain jobs
• Add URL's to external pages and files and create permissions for those URL's to only be seen by staff booked onto certain jobs

To add files

• Go to Staff > Staffarea files
  
• To staff either drag the files into this block or click on Add files
  
• When your files are added click on Start upload
  
• You can add a URL by clicking on Add URL+ #
  
  • Add the URL and description and limit visibility to only certain jobs in the Campaigns field
• The files and URL's will now appear in the list
  
• Once the file or URL is added to the list you now have additional options
  • Description
    • Add a custom description for the files or URL's
      
  • Restrict visibility
    • Limit the visibility of this file or URL to jobs, clients, roles and staff status
      
  • Action
    • Download
      • Download files to your computer
    • Active/Inactive
      • Make the file or URL active or inactive
    • Delete
      • Remove the file or URL from the Staffarea files
    • Copy
      • Copy a link to the file to use in email communications to staff
• Press Submit to save any changes made
  

Staff that are permissioned to see these files or URL's based upon any restrictions applied will now be able to see these in their Staffarea > Staff files. See: Staffarea files