Help Center

Add, invite, disable, and manage personnel

Keep member accounts accurate without losing operational history.

Add a member

  1. Open Personnel and choose to add a member.
  2. Enter their name, username, and contact details.
  3. Assign roles and station, and complete any department custom fields.
  4. Send sign-in instructions, including the Organization ID and go.stationclipboard.com.

The account is still created if the invitation email can’t be delivered. You can resend instructions later.

Update several members at once

Use Bulk edit from Personnel to change the same field for several members.

Track certifications

The Certification Hub holds certification types and categories. Add certifications to a member’s record with issue and expiry dates; expiry reminders help catch lapses.

Disable instead of delete

Recommended when someone leaves

Disable the account. This blocks access while keeping schedules, time entries, training, approvals, and history. Deletion is permanent.

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