Go to Settings → Staff and click Add staff.
Their details
Fill in their name, position, usual room and start date. Their email is needed if they'll log in: the invitation goes there.
Logins and roles
Under Login, turn on Give them a login and choose a role:
- Centre admin: everything at your centre, including families' records, billing, enrolment, messages, staff and settings.
- Staff: children, contacts, allergies and pickups, attendance and daily reports. No exports, bulk messages or billing.
They get an email to choose a password. The first time they log in, they set up two-step login with an authenticator app on their phone (see Logging in and two-step login).
To change someone's role later, open them and use Change role. Resend invite sends the email again; Remove login stops them logging in but keeps their record.
Certificates and checks
Open a staff member and click Add certificate for first aid, a criminal record check or an ECE certificate, with its expiry date and a scan or photo. Clovernest reminds you before anything expires. Your province's usual certificates are set up under Settings → Certificate types.
When someone leaves
Set their Last day. They drop off the staff list but their records stay, as licensing expects.