Grant Staff Program Access

Staff need access to work templates to enter data and add enrollments and services for households. Both methods allow administrators to control and customize staff access to specific work templates and programs.

There are two methods to grant this access:

1. Via Work Template Setup

   1. Go to Admin ➤ Work Templates
   2. Select the desired Work Template
   3. Open Staff Assignments page
   4. Click "ADD STAFF MEMBER"
   5. Search for and select staff members
   6. Click "SAVE" or "SAVE AND CLOSE"

2. Via Staff Record in Staff/Donor/Volunteer

   1. Open staff person's record
   2. Navigate to Work Templates page
   3. Click "ADD NEW WORK TEMPLATE"
   4. Select the work template
   5. Click "SAVE AND CLOSE"

Additional Considerations for Private/Confidential Programs

For programs marked as Private/Confidential:

• Assign programs directly in the staff person's record
• Go to Program Assignments page
• Click "ADD PROGRAMS"
• Select specific program(s)
• Click "SAVE AND CLOSE"

Note: This method is also used to set up staff to receive Program Referrals.