How to add staff through settings?
Login -> Settings-> Organization -> Users -> Add Staff
1. Login to CaseFox.
2. Click on the "Settings" tab present on the navigation bar.
3. Then select "Organization" from the list.
4. Under the organization choose "Users", a new window will open.
5. Towards the right corner click on the "Add Staff" button.
6. Fill in the details and click on "Save" button.
Related Articles
How to add staff compensation rules?
Login -> Settings-> General -> Staff Compensation Rules 1. Login to CaseFox. 2. Click on the "Settings" tab present on the navigation bar. 3. Select General and then click on "Staff Compensation Rules". 4. Towards the top right you will see the "Add ...
How to add a new timekeeper/staff?
To add a new timekeeper follow the below this quick steps; 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Organization". 4. Under Organization, click on the "Users" option. 5. ...
How to update staff under staff compensation rules?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "General". 4. Under General, click on the "Staff Compensation Rules" option. 5. Click on the "edit icon" next to the client whose staff ...
How to download all staff entries for a particular staff?
Login -> Settings-> Organization -> Users -> Staff Name -> Export 1. Login to CaseFox. 2. Go to the "Settings" tab present in the navigation bar. 3. Select "Organization" from the list. 4. Under the Organization option choose "Users", a new window ...
How to Disable User/Staff?
1. Log in to CaseFox. 2. Go to "Settings" tab. 3. On the left sidebar, click on "Organization". 4. Select "Users" option. 5. Choose the user you want to deactivate. The user dashboard will open. 6. Go to the Info tab, and deselect the Active toggle ...