Objective
This SOP outlines the steps to manage support staff within the Research Logix system, including viewing existing staff, adding new members, and managing their profiles and access levels.
Key Steps
1. Accessing Support Staff 0:14
- From the left-hand navigation menu, select Support Staff under ResearchLogix Profile Repository.
- You will see a list of all current staff members.
2. Viewing Staff Records 0:26
- At the top, you can:
- Change how many records display at once.
- Use the search bar to quickly find someone by name or email.
3. Understanding Staff Details 0:39
- The table displays:
- Each member's name.
- Email address.
- Profile access level.
- Next to each staff member, there is an actions button to manage their details.
4. Adding a New Staff Member 0:54
- Click on the add staff tab at the top of the page.
- Fill out the form with:
- First name
- Last name
- Email address
- Click create new member.
5. Accessing New Staff Profile 1:06
- After creating a staff member, you will be taken to their profile.
6. Checking Profile Access 1:46
- Go to the profile access tab to see which users the staff member can currently access.
- If the list is empty, you can add access to assign permissions.
7. Managing Staff Accounts 2:01
- Next to profile access, click on the actions tab for management options:
- Update password
- Send invitation
- Remove support staff
- Shared resource/core manager
- These tools give you full control over the staff member's account and access.
Cautionary Notes
- Ensure that you have the necessary permissions to manage staff accounts.
- Double-check email addresses when adding new staff to avoid errors.
Tips for Efficiency
- Use the search bar to quickly locate existing staff members.
- Regularly review staff access levels to ensure they are up-to-date.