Adding a staff member creates a profile for them in Jane, whether they’re a practitioner or an administrative team member. This guide walks through how to set one up.

Instructions

To add a staff member in Jane, follow these steps. Once complete, the staff member has a profile in Jane and, if applicable, receives a welcome email to set up their login.

1. Go to the Staff tab > click + New Staff Member in the bottom left.
2. Enter the staff member’s first and last name. These are the only required fields.
3. Enter an email address to enable the option to send a welcome email.
4. Select the staff member’s discipline, or leave the Discipline field blank to assign an administrative role.
5. Click Save, or click Save and Send Welcome Email if you entered an email address in step 3.

What to Expect

The new staff member’s profile appears in the Staff tab. If you clicked Save and Send Welcome Email, the staff member receives an email with instructions to set up their login.

The Account Owner receives an email notifying them that a new staff profile was created and whether this increased their license count.

Important Notes

• Jane automatically assigns staff members without a discipline to an Administrative role.

Related Guides

• Setting up Staff and Adding a Staff Member to Your Jane Subscription
• Staff Access Levels
• How to Add a Profile Photo
• Registration Numbers