Adding new staff members to the Interviewed By dropdown menu

Staff names appear in the checklist item step which pulls into the Interviewed by drop down in the checklist item for that step.

Article Number: 97940

Products:

onBoard
Core

To add a staff member to the Staff drop down in a checklist item step:

Navigate to Core > User/Access > Profile
Select a user and scroll down to System Information > Role Membership
Give the user the role of Admissions Manager.
The staff member automatically populates into the Staff drop down list based on having this role
The staff name will be available in the step under Interviewed By

Blackbaud Community

Connect and collaborate with fellow Blackbaud users.

Chat with Support

Chat with our experienced staff to receive help right away.

Connect

The Blackbaud team is online and ready to connect with you!