Adding Existing Staff

By adding an existing staff member to a business unit, you indicate that the staff member is a member of that business unit. This also helps ensure that the users responsible for assigning business units to workspaces have access to all of the relevant information for the staff member. Business units must have at least one staff member to be active.

Note: The procedure for creating a new staff member is different from the procedure for adding an existing staff member. For information about creating a new staff member, see "Creating a New Staff Member".

To add an existing staff member

  1. Open the Staff tab of the business unit to which you want to add an existing staff member.
  2. Click Add Staff.
  3. The Staff dialog box appears.

  4. Select the staff members to add using the Staff dialog.
  5. Links to the selected staff member documents now appear on the Staff tab of the business unit.