Add Staff Members in Task Manager
Table of Contents
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager.
Staff can be added to appear on forms that have the staff member field.
Staff are added from the Resources tab in the Task Manager admin dashboard.
NOTE
Users and staff are not the same in Task Manager.
- Users are for logging in.
- Staff are the list of employees that can be selected on forms.
Ensure you can log in first, see Add Users in Task Manager
Steps:
1. Log in to the Task Manager admin dashboard at taskmanager.ncco.com.
2. Click on the Resources tab on the side bar.
3. Click on Staff Members.
4. Click on All Venues to select the scope you want to apply the resource to and click Select to set the venue scope.
TIPS & TRICK
Select All Venues if you want the resource to be applied to all venues in your portal.
Select a Single Venue if you want the resource to be applied to a specific venue only.
5. Select Create/Edit.
6. Type in the First Name, Last Name, Position, and Email. Click Add Staff.
7. To edit Staff Members, click the Edit button, and to turn off, uncheck the checkmark box under Toggle in the Overview section.
For additional assistance, contact supporttm@ncco.com