The Staff Management page (Agreements Admin > Staff Management) allows you to manage your administrative users and their access to the functionality on your site. This page is comprised of two parts: Groups and Users.

Adding Staff Groups

The Groups page allows you to create staff groups and assign permissions that will be granted to any staff member who placed in that group. A new group can be created by clicking the “Add Group” button in the top right.



From this page, you can name the new group and copy the permissions from an existing group to use as the basis of the permissions for the new group.

After you add the new group, you will be brought to a page where you can determine which permissions members of this group should be given. Any permissions copied from the existing group chosen in the “Copy From” menu will already be selected for the new group. You can also add users to the group from this screen by searching for them in the “Add User” field at the top of the page. Users can be added to the group later as well.



Existing groups will be displayed on the page and can be edited by clicking the edit pencil or deleted by clicking the red ‘x’ icon.

Adding Users   

The Users section of the Staff Management page displays a list of all of the users on your site who have been added to staff group. A new staff member can be added using the “Add Staff Member” button in the top right.



This brings you to a page where you can search your campus SIS/HR directory or manually add a user and assign them to their necessary permission group(s). Note: A user must be assigned to a permission group in order to be created as a staff member.

Note that College and Department are required in order for approvals to be routed properly.