A Staff Role categorizes staff by the roles or positions in your organization. Every staff member must be assigned to one, so create the roles you need before you add staff. Roles also appear in alert metrics and can be applied to an Alert Rule.
Before you begin, make sure the following are complete:
You are assigned the Staff Safe Administrator role. Roles are assigned in the Kio Cloud Users app by a User Management Administrator, or through your organization's SSO identity provider.
You know which roles your organization needs. See About managing staff and badges.
Steps
From your Kontakt.io Launchpad, select Staff Safe.
From the Settings menu, select Staff Roles.
From the upper-right corner, select Create Staff Roles.
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Enter a unique Name to identify the role.
Profile Type and Assigned Applications are set to the Staff Safe values automatically.
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Select Next, then update the Status Descriptor values for the role.
This step is optional and may not apply to your deployment. The Status Descriptor is used in Entity Type Rules, which automate the status of staff based on their real-time room location.
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Select Next, then select Add Attribute for each attribute you want the role to carry.
This step is optional. Attributes are metadata for the staff assigned to the role — job title, department, or contact information, for example. Each attribute can be set to required or optional, and staff assigned to this role inherit them. You provide the values when you add each staff member.
Select Create.
The role is created and staff can now be assigned to it.
Note: A Staff Role's icon and color — what appears on maps — are managed from the Staff Role (Entity Type) in Company Settings, not in Staff Safe.
Next, add staff and assign them to this role.