Staffing grid is a part of Staff module intended for approach to organizational tree in which could be used to: Create new Team, Add users to team, Create new user, Make requests...

Go to Staff-My Team Image: My Team

Find your team on the organization tree or Create new team Image: Create new team

Create new Team

  • Click desired organization unit (Staff, Vendor,Exhibitor, Sponsor...) and select Administration tab
  • Enter your new team's name, select Credential, select registrations start and end dates and check fields required for registration.
  • Click Save.

Image: Create new team

Add Users to Team

Select your team on the left and open ADD TO TEAM tab.

To add new user:

  • Copy registration link and send it to users
  • They need to click on registration link, enter data and to click REGISTER NEW ACCOUNT button

Image: Add new user

To add to team (for already registered users):

start typing user's name to search for existing user and press enter to add* Image: Add user to team

To Create new user by yourself:

  • Click CREATE NEW USER button
  • Add User Information and click SAVE button

Image: Create new user

Import users:

  • Click IMPORT USERS button and Import team from xls or csv file

Image: Import users

Requests

Make Request

Go to Staff-Organizational Chart-My Team

Image: Select My Team

Expand desired organization unit by clicking arrow Select any group and select MY REQUESTS tab Image: My requests

Select Item category and enter quantity Image: Enter quantity

Click SAVE ALL REQUESTS button Image: Save requsts

Items are requested.

Repeat procedure for each Item category

All Requests

Select ALL REQUESTS tab Image: All requests

Overview all requests and perform bulk or single item actions actions:

Image: Bulk actions

Image: Single item actions

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