Adding Staff in Amion
All staff must be added at the organization level before they can be added to a schedule. This applies to single-license schedulers too.
If your schedule is one of several in an organization, ask your enterprise administrator to add the staff member at the organization level first. Then you can add them to your schedule.
Administrator Roles
| Role | Responsibilities | How to get access |
|---|---|---|
| Organization Administrator | Creates all new staff records. Has access to all organization-level settings, facilities, and schedules. | Granted by another Organization Administrator or your Amion Client Success Manager |
| Facility Manager | Manages facility-level settings and all schedules within a facility. | Facility Administrator Access Code, or granted by an Organization Administrator |
| Schedule Manager | Manages specific schedule(s). | Scheduler Administrator Access Code, or granted by an Organization or Facility Administrator |
Step 1: Add Staff to the Organization
Requires Organization Administrator access.
- Log in at https://www.amion.com/organizations using the organization’s administrative access code.
- Click the organization name in the breadcrumbs in the upper left corner (under AMiON Admin).
- Click Staff Members on the left side of the screen.
- Click the manage organization staff link.
- Click + Add Staff.
- Enter the following:
- Last name and first name
- Initials (used for shortcut scheduling)
- Staff Type
- The email address they will use to interact with the Amion schedule
- Under Contact Info, click + Add contact method.
- Select a contact method from the drop-down list and enter the details. Click Save after each one. Add as many methods as you like.
Step 2: Add Staff to Your Schedule
Choose the path that matches your access level.
Option A: Schedule Managers (scheduler access code)
- Log in at https://www.amion.com/organizations using your schedule’s administrative access code. You’ll land on the schedule grid.
Click Settings.
Note: Don’t use the Add Staff button on the schedule grid. It’s only a filter.
- On the Settings page, click Add Staff.
- Type a few characters of the person’s name in the Search staff box, then click Add.
Option B: Organization Administrators (already logged in at the organization level)
- From the organization view, select the facility, then select the schedule you want to add the staff member to.
- Open the schedule grid manager.
Click Settings.
Note: Don’t use the Add Staff button on the schedule grid. It’s only a filter.
- On the Settings page, click Add Staff.
- Type a few characters of the person’s name in the Search staff box, then click Add.