Add a new staff member to PUPS

Introduction

Use this guide to add a new staff member to PUPS. The support team will enter the new individual into the system after you send the required details, then confirm when the setup is complete.

What you need before you contact support

Before reaching out, gather the information needed to create the staff record. Having everything ready helps the support team complete the request faster.

• Staff member’s full name

  Staff member’s email address, if applicable

  Staff member’s role or job title

  The address or location where the staff member should be added

How to add a new staff member

1. Collect the staff member’s information and the address for the request.

2. Send the details to the PUPS support team using your normal support contact method.

3. Wait for the support team to enter the individual into PUPS.

4. Look for confirmation from support once the staff member has been added.

Tips for a smooth request

• Double-check spelling for names and addresses before submitting the request.

• Include any special instructions the support team should know.

• If you are missing information, send what you have and note what still needs to be confirmed.

Next steps

After support confirms the staff member has been added, you can begin assigning the appropriate access or workflow permissions based on your organization’s process.

Need help?

If you are unsure what information to include, contact the Willetts Support team and they will help you with the request.