In this lesson, you will learn how to grant staff access to the Staff Portal, customize settings, match staff with existing Jackrabbit User IDs, auto-assign Login IDs, and send login information to staff.
Lesson Outline
Select each link below to review the topics covered in this lesson. Each topic will open in a new browser tab, allowing for easy navigation throughout the lesson.
| Topic | Description |
|---|---|
| The Staff Portal |
Allow staff access to the Staff Portal to view schedules, record time worked, enter availability, track attendance or skills, and view Lesson Plans or Resources. |
| Guided Staff Portal Setup | Use a guided setup process to quickly get your staff ready to log in to the Staff Portal. |
| Staff Portal Setup Step 1 - Staff Portal Settings |
Customize the Staff Portal settings to adjust features, permissions, and display preferences to fit your team’s needs. |
| Staff Portal Setup Step 2 - Match Staff to User ID |
Match staff with existing Jackrabbit User IDs to their staff records, allowing them to use the same login information for both the Staff Portal and your Jackrabbit system. |
| Staff Portal Setup Step 3 - Auto-Assign Portal Login ID |
Auto-assign Portal Login IDs to staff members who are not matched to a Jackrabbit User ID. |
| Staff Portal Setup Step 4 - Staff Settings |
Customize settings for all areas of the Staff Portal and apply them to all staff at once. |
| Staff Portal Setup Step 5 - Send Portal Login Email |
Send selected staff an email with their Staff Portal login information. |
End of Lesson Quiz
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