Only organisation managers and system administrators can manage staff members.
Staff members of an organisation can be managed to control access to referrals, system messages, and sensitive client data. This ensures that only authorised personnel can act on behalf of the organisation.
To manage staff, the Organisation Manager should navigate to their organisation’s entry in the directory and access the Staff tab. From there, they can update a staff member’s position, role within the system, and phone number as needed. If a staff member needs to be removed, the manager can click the ellipsis (⋮) menu in the staff list view and select “Remove” to revoke their access to the organisation.
Removing a staff member will prevent them from managing referrals, receiving system messages, and accessing client data on behalf of the organisation. However, it does not deactivate their system account—this must be done by a System Administrator if necessary.
[INSERT GIF OF UPDATING AND REMOVING STAFF]