Summary
Learn how to create a new staff member profile and provide access to Box+Dice. This includes required information, account activation, and important setup considerations.
This article covers:
Add a staff member
Adding a staff member creates a new Box+Dice account for your team member and allows them to access the system based on their assigned office and permissions. Once created, the staff member receives an email invitation to activate their account through Okta.
To add a staff member:
- Go to: More > Staff
- Remove all filters and search for the staff member by name to confirm they do not already exist
- Click + Add in the top-right corner
- Complete the staff member's details. Mandatory fields are marked with a red asterisk (*)
- Click Save
The staff member will receive an activation email at the email address entered. The email contains a link to activate their account through Okta.
After setup is complete, the staff member is automatically signed in to Box+Dice
To add further information, such as social media links or a retainer:
- Open the staff profile and click Edit
- Enter further information
- Click Save
Important setup information
- Enter phone numbers as numbers only, without spaces or brackets
- Email addresses are mandatory because a sender ID is required for the email system to function
- The Office field is mandatory and determines office-based access permissions
- If a staff member is assigned to Office A, they cannot view listings belonging to Office B unless their permissions allow it
- Only administrators can add new staff members
Troubleshoot activation email
If the new staff member does not receive their activation email, check the following:
- Inbox
- Junk mail
- Spam folder
- Promotions folder
If the confirmation request email is still not in any of these mailboxes then contact Support so they can assist you further.