If you have unused licenses in your Function Point system, you can add new staff members. Follow the steps below to learn how to do so. If you want to add a new user to your system, but don't have open licenses, check out this article to learn how to update your subscription and purchase additional licenses: Managing Your Subscription
Navigate to the Staff Page
Start by navigating to Admin > Rate And Staff Management > Staff, Staff Rates And Permissions.
Note: the Admin Staff List page displays both active and inactive staff. You can change the status of staff by selecting the Staff Details button associated with any staff member and updating the "Current Status" field.
Hover over the + New Staff button located in the top right corner to see a summary of how many licenses you have in total and in use. Click on the button to go to the Add Staff page.
On the Add Staff page you will see a message that displays the number of users you can add into your system on your current subscription. If you have available users, select the "+" button beside the "Name" field.
Fill in the fields on the Add New Contact pop up and click Save.
Review the details and add in any additional information that isn't already filled it (i.e. Role, Hourly Cost, and Billable Hours Target %). The user name and password will be automatically generated, and the "Force Reset Password" box will be automatically checked. Click the Show link to reveal the password. You will need to provide the new user with their log in credentials. If the "Force Reset Password" check box is selected, then your new staff will be prompted to change their password on their first login.
Click Submit when you're done.
Note: we recommend clicking Submit rather than Submit/Add even if you have to add multiple staff as doing so will allow your to complete the set up for your staff.
You'll be redirected to the Manage Staff Permissions page. Assign permissions and click Submit.
For more information about setting permissions, check out this article: Manage Permissions and Permission Sets
If the new staff person has Billing Rates that are different from the standard Company Rates, click the Manage Staff Rates button in the top right. That will bring you to the Manage Staff Rates page. Here, you can input rates specific to that staff member for each Service and Rate Card you offer. When you're done, scroll to the bottom of the page and click Save.
To return to the main Staff page, click the Staff link underneath the page header.
We hope this article was helpful! For more step-by-step articles, videos, and webinars, check out the rest of our Help Centre. You can also contact us at firstname.lastname@example.org with any questions, concerns, or comments. We're happy to help.