Create a staff member

In Entity Manager, add a new staff member to your account from the Staff page.

Before you begin

• You have the Staff Manager role. See About user access to Entity Manager.
• The Staff Role you need already exists. Staff Roles (Entity Types) are created in Company Settings.
• The Kontakt.io order ID has been claimed in Device Management and not yet assigned to another entity.

Steps

1. From the Kontakt.io Launchpad, select Entity Manager.
2. Go to Staff.
3. Select Create Staff.
4. In External ID, enter the identifier you use for this staff member, such as a badge number or employee ID. The External ID must be 2 to 36 characters and unique in your account.
5. In Name, enter a display name. The name is optional — if you leave it blank, the staff member shows by their External ID.
6. Choose the Staff Role. The list shows all Staff Roles in your account; enter part of a name to narrow it.
7. Enter any additional settings the Staff Role defines, such as the staff member's Healthcare Role.
8. To assign a Smart Badge now, choose one from the Tag list. (In Entity Manager, the Tag control is where you assign both tags and Smart Badges — for staff, choose the Smart Badge here.) The list shows badges that are not yet assigned. You can also leave this blank and assign a Smart Badge later.
9. Select Save.

Result

The new staff member appears in the list. If you assigned a Smart Badge, the staff member shows its Tag ID and tag status. To assign a Smart Badge later or change one, see Assign or reassign a Smart Badge. To change any detail, see Edit a staff member.