Staff Management

User Management

Administrating your users within Sober Peer is possible with just a couple of clicks. Adding a new staff member takes just a minute and requires that you have a little bit of information about your staffer on hand.Some organizations call their internal employees by many different names. Within the context of Sober Peer, a staffer can be anyone and everyone that works within your organization. Custom roles can be created that match the internal job titles of your organization. See our guide on creating custom roles.

Adding a New Staff Member

1. From the Admin tab, select Staff.

2. If you cannot see the Admin tab, then speak with your organization’s admin or write us at [email protected] for technical assistance.

3. Press the blue button in the top right labeled Add a Staff.

4. On the next screen, provide the specific information related to the staffer. Anything labeled with an asterisks * is required to add the staffer.

5. Click the blue Save button in the top right to add the user to Sober Peer.

Adding Another Center to a Staff Member

Staff that operate within multiple facilities (such as an in person center and a virtual center) can have access to multiple centers within the same profile.

1. From the Admin tab, select Staff.

2. Click the staff member's name.

3. In the bottom left corner, select the additional centers from the dropdown.

1. Click the Save & Next button in the top right to go through the remaining screens and finalize the additional acces.

After logging out and back in, staff members will see the additional centers in the top right of every screen in the center dropdown.

Moving a Staff Member to Another Center

Staff members can be moved very easily between centers. To move a staff member, you will need to be an admin at the parent center that has acces to both centers (the staff member's current center and future center).

1. From the Admin tab, select Staff.

2. Click the staff member's name.

3. On the center field, select the new center.

1. Click the Save & Next button in the top right to go through the remaining screens and finalize the move.

Admins that run into trouble moving staff members can reach out to our support chat for assistance. You will need to be able to confirm your identity as an admin.

Deactivating a Staff Member

Deactivating a staff member can be done by administrators, or users with the a custom role that enables them to manage staff members.Deactivated users cannot login, receive notifications, or otherwise use the Sober Peer application.

Instructions:

1. From the Admin tab, press the Staff button.

2. Search for a staff member using the search bar or paginate through the available tables until you find the staff member.

3. When viewing the staff member’s profile, press the Deactivate text located in the bottom right hand side of the page.

4. When the pop-up appears, confirm that you wish to deactivate the user.