Open Staff
From the left navigation menu, go to People & Places.
Click Staff.
The Staff page will open.
Find the Staff Member
Use the Filter staff search field to find the staff member.
You can also use Filters to narrow the staff list.
Click the staff member’s row to open their profile.
Review the Staff Member’s Role
A staff member’s Role controls what they can access in the system.
The role may be selected during the Invite User process or managed through your organisation’s user access settings.
When inviting a new staff member, the Invite a user window includes a Role field.
Use this field to assign the correct role before sending the invitation.
Check the Staff Profile
Open the staff member’s profile and review the Profile section.
This section may include:
First Name
Last Name
Email Address
User ID
Phone Number
Branch
User Availability
Account Status
These fields help confirm that the staff member has the correct account details and is connected to the correct branch.
Review User Availability
Use User Availability to control whether the staff member is available for work.
Set the staff member as available if they should be considered for rostering or work-related workflows.
Set the staff member as unavailable if they should not currently be available for work.
Click Save after making changes.
Review Account Status
Use Account Status to control whether the staff member’s user account is active.
If the account is active, the staff member may be able to sign in and use the system based on their role permissions.
If the account is inactive, the staff member may not be available for some actions or system access.
Click Save after making changes.
Check Branch Assignment
Review the staff member’s Branch field.
The branch may affect where the staff member appears or what records they are connected to.
Update the branch if the staff member belongs to a different location or team.
Click Save after making changes.
Review Employment Information
Scroll to the Employment Information section.
This section may include:
Position
Employment Type
Line Manager
Minimum Contracted Hours
Pay Calendar
Employment Commencement Date
Employment Termination Date
These fields may affect rostering, reporting, pay calendar setup, and internal staff management.
Click Save after making changes.
Confirm Access With the Staff Member
After updating role or access-related details, ask the staff member to refresh their page or sign out and sign back in.
Confirm that they can access the correct pages and actions for their role.
If they still cannot access something, ask an administrator to review their role permissions.
Important Notes
Role controls what a staff member can access in Diversity Sync'd.
The Role field is available during the Invite User process.
User Availability is different from Account Status.
User Availability controls whether the staff member is available for work.
Account Status controls whether the staff member’s account is active.
Branch may affect where the staff member appears or what records they are connected to.
Staff access may also depend on wider role and permission settings configured by your organisation.
Save each section after making changes.
Troubleshooting
If a staff member cannot log in:
Confirm they accepted their invitation.
Check that their Email Address is correct.
Confirm their Account Status is active.
Ask them to check their inbox and spam folder if they were recently invited.
Ask an administrator to review their account access.
If a staff member cannot see a page or feature:
Check their assigned Role.
Confirm their Account Status is active.
Ask an administrator to review the role permissions.
Ask the staff member to refresh the page or sign in again.
If a staff member is not appearing in rosters:
Check User Availability.
Confirm their Account Status is active.
Check their Branch.
Review their Employment Information.
Confirm they have the correct employment type or roster-related setup.
If the wrong staff member has access:
Review their assigned Role.
Check whether their account should be active.
Update their branch or profile details if needed.
Ask an administrator to review organisation-wide role permissions.
If the role cannot be changed from the staff profile:
Check whether roles are managed through the Invite User workflow or a separate roles and permissions area.
Ask an administrator to update the role from the correct access settings page.