How to Create a New Staff Member in Navigator

This guide explains the step-by-step process to create a new staff member in Navigator and configure their access and privileges.

Steps to Create a New Staff Member

Step 1: Access Staff Records

1. Navigate to Setup > Staff Records from the main menu.

Step 2: Create a New Staff Member

1. Click the "New" button to create a new staff record.
2. Enter the name of the staff member in the provided field.

Step 3: Configure Privileges

1. Go to the Privileges tab.
2. Set the password for the staff member by clicking the "Change" button.
3. Assign the appropriate branch by adding it under the privileges section.

Step 4: Assign Access

1. Within the Privileges tab, navigate to the relevant areas (e.g., Accounts, Sales, Workshop).
2. Tick the boxes for the areas the staff member should have access to.
   • For example, to provide access to Accounts, select the corresponding checkbox.
3. Review the settings to ensure accurate access levels.

Step 5: Save the Record

1. Once all required fields are completed and access privileges are set, click "Save" to finalise the setup.

Additional Resources

For further guidance, refer to the detailed walkthrough provided in the attached video tutorial.

By following these steps, you can efficiently create and set up a new staff member in Navigator.