1. From the Frontdesk, go to the Main Menu and select Add Staff +

  2. On the Add New Staff page, select the role - Staff, Trainer, Volunteer                                                                                        

  3. Basic information to create an Account

    • First Name 

    • Last Name

    • Email address 

    • Mobile Phone 

  4. Tick Enable client to login to Social Planet. Provide a –

    • Username (use the organisation name or acroynm) 

    • Password                                                                                                                       

  5. Click Add Staff.

  6. Highly recommend Reset Password so the person can add their own password. Encourage staff to use a 12 digit password which combines upper and lower case letters, numbers and symbols. 

  7. For extra security enable Multifactor Authentication when they login 


Voila! Next, choose to view the new profile, click Go to Profile, or Add another staff.