How to Add and Manage Staff Members

Add team members to Humanitru and control their access through role-based permissions. This guide covers staff management basics.

1. Navigate to Settings > Staff Members
2. Click "New Staff"
3. Enter the staff member’s full name, email address, and job title
4. Select role (Administrator, Member, Entry Only, Entry Only Plus). Here's more information on Roles.

The staff member will receive an invitation email with setup instructions.

After a staff member joins, you can update their access:

1. Navigate to Settings > Staff Members
2. Find the staff member in the list
3. Click the “Role” dropdown
4. Change their role if needed

1. Navigate to Settings > Staff Members
2. Find the staff member
3. Click "Lock Account" to disable their access (preserves history)
4. Or message your Customer Success Manager about removing staff members

Note: Locking an Account is required as it preserves audit trails and historical data.

• Follow the principle of least privilege by granting staff members only the access they need for their roles.
• Audit staff access quarterly to ensure it's current and appropriate.
• Lock staff promptly when they leave the organization.