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Add staff

Staff are the people who wear a Kontakt.io Smart Badge and can signal for help. Add each person to Staff Safe before you assign them a badge — until a staff profile exists, there is nothing for a badge press to report against.

Before you begin, make sure the following are complete:

  • You are assigned the Staff Safe Administrator role. These steps use the Settings menu, which the User role does not have. Roles are assigned in the Kio Cloud Users app by a User Management Administrator, or through your organization's SSO identity provider.

  • The Staff Role you will assign exists. See Create a Staff Role.

  • You have the values for any attributes the Staff Role requires.

  • If you are assigning a badge now, the Smart Badge is powered on and to hand. Its unique ID and MAC address are printed on the badge.

Steps

Note: The User role adds and edits staff from Staff > List instead of the Settings menu. Two things are unavailable there: the Staff ID can't be changed when editing a staff profile, and there is no CSV import or export. Both require the Administrator role.

  1. From your Kontakt.io Launchpad, select Staff Safe.

  2. From the Settings menu, select Staff.

  3. From the upper-right corner, select Create Staff.

    A new staff profile opens.

  4. From the Staff Role list, select the person's role.

  5. Enter a Staff ID.

    The Staff ID must be unique — duplicates are not allowed. This can be the person's ID from another system.

  6. Enter a Staff Name.

    The name identifies the person and duplicates are allowed. It serves as an alias for the Staff ID.

  7. From Assigned Tag, select the Smart Badge you are giving to this person.

    You can leave this empty and assign a badge later. See Assign badge to staff from Staff Safe.

  8. Enter the values for any Attributes the Staff Role requires.

  9. Select SAVE.

The staff member is added and can activate an alert as soon as a badge is assigned to them.

To assign the person to a Staff Group, return to the Staff page, select their Staff ID or Name, and choose the groups that apply from their profile.

To add many people at once, see Import staff from a CSV file.