{"id":1330,"date":"2024-11-15T12:46:22","date_gmt":"2024-11-15T12:46:22","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1330"},"modified":"2024-12-09T15:05:21","modified_gmt":"2024-12-09T15:05:21","password":"","slug":"create-staff-member","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/create-staff-member\/","title":{"rendered":"Create Staff Member"},"content":{"rendered":"<div class=\"entry-content\">\n<p>To create new staff member\/agent in your Xodox CRM installation navigate to Setup-&gt;Staff and click on the button <strong>New Staff Member<\/strong><\/p>\n<ul>\n<li>Not Staff Member<\/li>\n<li>Firstname<\/li>\n<li>Lastname<\/li>\n<li>Email<\/li>\n<li>Hourly Rate \u2013 Hourly rate for staff member is used if you need to pay your staff based on the total logged time from tasks. While you are in the staff profile on the right side you can see generate reports based on the hourly rate for this staff and time timesheets. Note that staff hourly rate is not connected with task hourly rate. This field is used for your own purposes.<\/li>\n<li>Phone<\/li>\n<li>Facebook<\/li>\n<li>LinkedIn<\/li>\n<li>Skype<\/li>\n<li>Default Language \u2013 The default language that will be used in the admin area when the staff member is logged in.\n<div class=\"st-alert st-alert-\">Note that the pdf documents will be still generated in the system default language.<\/div>\n<\/li>\n<li>Email Signature \u2013\u00a0If empty default email signature from settings will be used<\/li>\n<li>Direction \u2013 RTL or LTR<\/li>\n<li>Member <a href=\"https:\/\/help.xodox.in\/pt\/docs\/departments\/\">Departments<\/a> \u2013 Add this staff member to belong to specific departments used for the support area feature.<\/li>\n<\/ul>\n<p>After you fill all the necessary fields click on the Permissions tab to set necessary permissions for this staff members, additionaly you can read more <a href=\"#\">here <\/a>about staff permissions.<\/p>\n<p>If you select a <a href=\"https:\/\/help.xodox.in\/pt\/docs\/roles\/\">role <\/a>and this role have already assigned permission the permissions from the role will be auto checked when the role is selected.<\/p>\n<p>&nbsp;<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>To create new staff member\/agent in your Xodox CRM installation navigate to Setup-&gt;Staff and click on the button New Staff Member Not Staff Member Firstname Lastname Email Hourly Rate \u2013 Hourly rate for staff member is used if you need to pay your staff based on the total logged time from tasks. While you are in the staff profile on the right side you can see generate reports based on the hourly rate for this staff and time timesheets. Note that staff hourly rate is not connected with task hourly rate. This field is used for your own purposes. Phone Facebook LinkedIn Skype Default Language \u2013 The default language that will be used in the admin area when the staff member is logged in. Note that the pdf documents will be still generated in the system default language. Email Signature \u2013\u00a0If empty default email signature from settings will be used Direction \u2013 RTL or LTR Member Departments \u2013 Add this staff member to belong to specific departments used for the support area feature. After you fill all the necessary fields click on the Permissions tab to set necessary permissions for this staff members, additionaly you can read more here about staff permissions. If you select a role and this role have already assigned permission the permissions from the role will be auto checked when the role is selected. &nbsp;<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[39],"doc_tag":[],"class_list":["post-1330","docs","type-docs","status-publish","hentry","doc_category-setup-configuration"],"acf":[],"year_month":"2026-05","word_count":228,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Setup &amp; Configuration","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/setup-configuration\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create Staff Member - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/create-staff-member\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Staff Member - My CMS\" \/>\n<meta property=\"og:description\" content=\"To create new staff member\/agent in your Xodox CRM installation navigate to Setup-&gt;Staff and click on the button New Staff Member Not Staff Member Firstname Lastname Email Hourly Rate \u2013 Hourly rate for staff member is used if you need to pay your staff based on the total logged time from tasks. While you are in the staff profile on the right side you can see generate reports based on the hourly rate for this staff and time timesheets. Note that staff hourly rate is not connected with task hourly rate. This field is used for your own purposes. Phone Facebook LinkedIn Skype Default Language \u2013 The default language that will be used in the admin area when the staff member is logged in. Note that the pdf documents will be still generated in the system default language. Email Signature \u2013\u00a0If empty default email signature from settings will be used Direction \u2013 RTL or LTR Member Departments \u2013 Add this staff member to belong to specific departments used for the support area feature. After you fill all the necessary fields click on the Permissions tab to set necessary permissions for this staff members, additionaly you can read more here about staff permissions. If you select a role and this role have already assigned permission the permissions from the role will be auto checked when the role is selected. &nbsp;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/help.xodox.in\/pt\/docs\/create-staff-member\/\" \/>\n<meta property=\"og:site_name\" content=\"My CMS\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-09T15:05:21+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Tempo estimado de leitura\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minuto\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/help.xodox.in\/docs\/create-staff-member\/\",\"url\":\"https:\/\/help.xodox.in\/docs\/create-staff-member\/\",\"name\":\"Create Staff Member - My CMS\",\"isPartOf\":{\"@id\":\"https:\/\/help.xodox.in\/#website\"},\"datePublished\":\"2024-11-15T12:46:22+00:00\",\"dateModified\":\"2024-12-09T15:05:21+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/help.xodox.in\/docs\/create-staff-member\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/help.xodox.in\/docs\/create-staff-member\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/help.xodox.in\/docs\/create-staff-member\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/help.xodox.in\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Create Staff Member\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/help.xodox.in\/#website\",\"url\":\"https:\/\/help.xodox.in\/\",\"name\":\"My CMS\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/help.xodox.in\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/help.xodox.in\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"pt-PT\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/help.xodox.in\/#organization\",\"name\":\"My CMS\",\"url\":\"https:\/\/help.xodox.in\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-PT\",\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"contentUrl\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"width\":573,\"height\":192,\"caption\":\"My CMS\"},\"image\":{\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Create Staff Member - My CMS","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/help.xodox.in\/pt\/docs\/create-staff-member\/","og_locale":"pt_PT","og_type":"article","og_title":"Create Staff Member - My CMS","og_description":"To create new staff member\/agent in your Xodox CRM installation navigate to Setup-&gt;Staff and click on the button New Staff Member Not Staff Member Firstname Lastname Email Hourly Rate \u2013 Hourly rate for staff member is used if you need to pay your staff based on the total logged time from tasks. While you are in the staff profile on the right side you can see generate reports based on the hourly rate for this staff and time timesheets. Note that staff hourly rate is not connected with task hourly rate. This field is used for your own purposes. Phone Facebook LinkedIn Skype Default Language \u2013 The default language that will be used in the admin area when the staff member is logged in. Note that the pdf documents will be still generated in the system default language. Email Signature \u2013\u00a0If empty default email signature from settings will be used Direction \u2013 RTL or LTR Member Departments \u2013 Add this staff member to belong to specific departments used for the support area feature. After you fill all the necessary fields click on the Permissions tab to set necessary permissions for this staff members, additionaly you can read more here about staff permissions. 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