Services Setup

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Team Setup

Setup your departments, teams and staff information
Now it's time to setup your Departments, Teams and add all your Staff. ​You can include as much or as little information based on the size of your teams.

Departments

Clear Departments
Image
Name
Group Email
There are no rows in this table

Teams

Clear Teams
Teams Setup
Departments
Name
1
Finance
Galloways Accounting
2
Leadership & Delivery
Delivery
3
Leadership & Delivery
Leadership
There are no rows in this table

Staff

Clear Staff

ID
Image
Name
Role
Start Date
DOB
Work Email
Assets
Personal Email
Work Phone
Personal Phone
Departments
Teams
1
1
Craig Cox portrait.PNG
Craig Cox
Founder & CEO
20/05/2021
16/10/1987
442078702026
447761456558
Leadership & Delivery
2
Andy Maitland
01825 748308
Finance
Galloways Accounting
There are no rows in this table

Assign Staff Managers

Name
Role
Manager
1
Craig Cox
Founder & CEO
Craig Cox
2
Andy Maitland
Craig Cox
There are no rows in this table

Emergency Contacts

Clear Emergency Contacts

Staff
Name
Email
Phone
Relationship
1
There are no rows in this table
ok

Amazing!

You have just completed setting up your Team’s information.
Now proceed to your

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