To add new staff members, select Admin on the left, then Staff.
You have two options:
1 - Add an Individual Staff Member
2 - Bulk Import Staff
1 - Add an Individual Staff Member
Select CREATE NEW and input the user's Email Address, and press Submit:
On the Create New Staff Member screen, fill out the following to complete setting up the user:
Forename, Surname, Job Title.
After you press CREATE, you’ll be taken back to the list of all the staff in your Core Profile.
Tip - Job title is optional, but we recommend adding this, as it will make it easier when you set up your groups.
2 - Bulk Import Staff
We've created a simple import process to help you get your staff into the system as quickly as possible.
On the Staff page, select IMPORT STAFF to start the 3 step process:
Step 1 - Download the template via the DOWNLOAD TEMPLATE button:
You'll see the download shown in the bottom-left of your web browser.
Click on the FPM Core Bulk Upload.csv file to open the spreadsheet.
Step 2 - Complete the spreadsheet with your staff details, and press Save in Excel.
You have 6 columns:
Title | Forename | Surname | Email | Job Title | Mobile Number
Important - If you see the following popup after pressing Save", select Yes:
Step 3 - Upload the Spreadsheet back into Core
You can either drag and drop the file from your PC into the 3rd Box or press Drag and drop your file here or click to browse it. A window will open, allowing you to choose the Excel file from your PC.
If you can't locate the file, look in your Downloads folder.
After Import, you will see a confirmation message confirming how many staff have been imported:
Back in Manage Staff, you’ll see a list of all staff members.
If you need to add new staff in the future, you can do so via the “Create New” option. Or again, use the Import tool.
Activating a User Account
Each staff member will receive an email with a unique link to activate their account.
The link takes them to FPM Core, where they can set and confirm a password to activate their account: