Staff Management

Add, archive or update staff members and permissions
What permissions does a teacher need?
Welcome to our guide on managing permissions for advisors and teachers! It's crucial to ensure that the right individuals have the appropriate access ...
Assigning the Right Permission
This article outlines the available user permissions within FinalForms, what access each permission grants, and which areas of FinalForms are affected...
What Can a Coach or Teacher See?
In the world of school sports and activities, it's essential to ensure that coaches and teachers have the right permissions to perform their roles eff...
Archive or Delete a Staff Account
Welcome to our guide on managing staff accounts in FinalForms! Whether you need to archive a staff member's account or delete it permanently, we've go...
Notification Opt-Ins & Alerts
In this article, we will explore the various notification options available to administrators in FinalForms. These features are designed to help you s...
Manage Staff - Overview
Welcome to the guide on managing staff accounts in FinalForms! This section is designed to help administrators efficiently handle various aspects of s...
View All Staff & Profiles
Welcome to the guide on managing staff in FinalForms! This document will walk you through the steps to view all staff members, access their profiles, ...
Edit a Staff Account
Welcome to our guide on managing staff information in FinalForms! This article will walk you through the simple steps to edit staff details and explai...
Administrator-Only Staff Options
Welcome to the administrator options overview! In this guide, we will explore the various options available exclusively to administrators within our s...
Import or Update Staff Via CSV
Welcome to our guide on CSV imports in FinalForms! This feature is designed to streamline your staff management by allowing you to easily create and u...
Staff Modes Explained
Welcome to our guide on the different modes available for organizing staff data in FinalForms! Each mode is designed to help you manage and categorize...
Filters - Find the Right Staff Quickly
Welcome to our guide on using filters in FinalForms! Filters are a powerful tool that can help you streamline your processes, whether you're sending m...
Staff Exports & Reports
Welcome to the guide on available exports in FinalForms! Here, we will walk you through the different types of exports you can utilize to streamline y...
Staff Status Icons & Compliance
Understanding the status icons in FinalForms is essential for keeping track of staff compliance. These icons provide a quick visual reference to help ...
Email & Communicate with Staff
Welcome to our guide on how to send mass emails to your staff using FinalForms! This process is straightforward and allows you to communicate effectiv...
Manage Staff Documents
In this document, we will explore the various tasks that administrators can perform within FinalForms. Whether you're new to the platform or need a re...
Roles & Permissions Explained
Understanding how roles work is essential for managing your school's or department's permissions effectively. In this article, we will break down the ...
Manage Staff Certifications
Welcome to the guide on managing certifications! As an administrator, you have the ability to oversee and maintain the certification process efficient...
Create a New Staff Account
Click Manage > Staff . Click the New Staff button in the top right. Input first name, last name, and email address, filling in any Optional fie...