Adding a staff member

When to use this

Add a staff member when someone other than you needs to work on the council's meetings, agendas and minutes - for example a deputy clerk, an assistant, or a locum covering your absence. Staff accounts are for the people who run CouncilPapers, which makes them different from councillor accounts, who use the Councillor App to read papers.

Only a Council Admin can add, edit or remove staff.

Steps

1. Go to People > Staff in the left-hand menu.

2. Click Add Staff Member.

3. Fill in the form:

   • Email - the address they will sign in with. It must be unique.
   • Forename and Surname.
   • Permission level - see below.
   • Start date - defaults to today.

4. Click Submit. The staff member is created and made active immediately.

5. On their profile, click Set Staff Password to give them a password, then pass it to them securely. (Staff are not sent a welcome email the way councillors are - you set the password for them.)

Permission levels

You choose one of two levels for each staff member:

• Council Admin - full access, including managing people, council settings, billing and the council's website integration.
• Council Staff - day-to-day running of meetings, agendas, minutes and papers, but not the admin-only areas above.

You can change someone's level later from Edit Staff Member. You cannot remove your own Council Admin permission - this prevents a council from accidentally locking itself out of the admin-only areas.

How staff accounts differ from councillors

• Staff do not appear on the public portal, and have no photo, ward, party or published public information.
• Staff do not receive agenda or minute publication notifications by default.
• Staff sign in to CouncilAdmin to do the work; councillors sign in to the Councillor App to view it.

Adding a councillor is a separate process - see Adding a councillor.

Removing a staff member

When someone leaves, open their profile and click Retire - this works just like retiring a councillor and deactivates their login immediately. Former staff remain listed under People > Staff so the record stays complete.