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Work or school accounts

Your organization can use My Staff to delegate user management tasks to front line managers, such as a store manager or team leader, to help their staff members access the applications that they need. If your team member can't access an application because they forget a password, productivity is lost. This also drives up support costs and causes a bottleneck in your administrative processes. With My Staff, a team member who can't access their account can regain access in just a couple of clicks, with no administrator help required.

If you manage more than one location, when you go to My Staff you must select a location to see the team member who are assigned to the location. Locations and the team members in a location are determined by your IT administrator and you can't change them.

If you don't yet have sufficient permissions to access My Staff, you'll see the following message "Oops, seems you're not authorized to see My Staff at this time. Please contact your admin for more information."

Find a staff member in My Staff

You must open the profile of a staff member before you can start managing them.

  1. Open My Staff and, if needed, select a location.

    Select a location for a team member in My Staff

  2. Open a team member's profile.

    Select one of the users in a location in My Staff

Reset a user password

If your organization has given you permission, you can reset passwords for your staff members.

  1. Open My Staff.

  2. Open a staff member's profile.

  3. Select Reset password.

    Reset a user password in My Staff

  4. Generate or enter the new password. You might be shown an automatically generated temporary password or you might be asked to enter a temporary password for the user.

    Copy the temporary user password after a reset in My Staff

After you have reset the user's password, give the user the temporary password. When the user signs in with their temporary password, they are required to immediately change it.

Add a phone number

If your organization has given you permission, you can manage phone numbers for your staff members.

  1. Open My Staff.

  2. Open a staff member's profile.

  3. Select Add phone number.

    Add a user phone number in My Staff

  4. Add the phone number and select Save.

    Save the added user phone number in My Staff

After you register a phone number for a user, they can use it to sign in with SMS, perform two-step verification, or reset their password on their own, depending on your organization's settings.

Edit a phone number

  1. Open My Staff.

  2. Open a staff member's profile.

  3. Select Edit phone number.

    Select Edit from the user profile in My Staff

  4. Enter the new phone number and select Save.

    Edit a staff member phone number in My Staff

Enable phone number sign-in for a user

If sign-in using a phone number as a username (SMS sign-in) is enabled in your organization, you can add this authentication to an existing user phone number.

  1. Open My Staff.

  2. Open a staff member's profile.

  3. If there's a message at the bottom of the screen saying that signing in with your phone number as a username is available for you, select Enable to begin the process. This message appears if the user has been enabled to sign in with their phone number.

    See the message when phone sign-in is supported in a location in My Staff

  4. Select OK when you're done.

    Screenshot that shows the "Enable phone number for sign in?

Remove a phone number

  1. Open My Staff.

  2. Open a staff member's profile.

  3. Select Remove phone number.

  4. Select Delete when you're done.

    Remove a staff member phone number in My Staff

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