Not every staff member needs to access your Prism account to view or record activity. For those that do, you can easily add new staff members as Prism Users and maintain their security permissions.
We do recommend waiting until your domain and Prism account are configured to securely send emails from your email address. Our onboarding team will advise when that is ready. After adding staff members to your Prism account, they will receive an email invitation to login.
You can add staff members anytime, even before your domain and Prism account are enabled to send emails. But staff will not receive an email invitation to setup their user account. In such cases, you will need to manually notify staff members that their Prism staff user account has been created. They will need to click the Forgot Password option on the Prism Login screen (https://www.prism.horse/portal/login), to set their password.
Add Staff Members as Prism Users
Go to the Staff menu tab.
Click Invite Staff in the top right of the Staff screen
Input details for the new staff member (Name, Email, Location, Position)
In this same screen, assign Permissions to control what each user can do (View only, Create new items, Update existing items or Delete existing items). Or you can grant All permissions where appropriate.
Click Invite to email the staff member an invitation to setup their Prism user account, using their Email as the Username. They will be asked to set up their own Password.
For bulk staff uploads please email us at email@example.com to arrange.
Advise your Staff Members
We recommend sharing these important articles with each new staff member, so they can edit their Profile, set their Time Zone and preferred Notifications and learn how to change or reset their password at any time.
Deactivate or Remove a Staff Member
You may wish to deactivate or remove a staff member.
To temporarily remove a staff member from your stable, select the staff member from the list and click Deactivate in the top right hand corner.
If that staff member has outstanding tasks you can choose to:
- Mark as Completed
- Manually Re-Assign to remove the outstanding tasks from the deactivated staff’s task list and leave the tasks in there Unassigned.
To reactivate the staff member, click the Reactive button to reinstate their access and permissions.
To remove a staff member completely, click on the Remove button and they will be removed from the system completely.
How to add a Procedure
1. Click + button, then Procedure 2. Select Horse (or multiple horses for bulk procedures) from drop down list 3. Due Date: choose the date and time for the horse to be administered its procedures 4. Assigned to: Select a staff member or vet who will ...
How to set staff communication permissions
Once you have added Staff (Prism users), you will be able to set the Permissions that determine whether than can View, Create, Update or Delete Media and all the various Horse Reports. Only your Prism Master User Account can set these permissions. ...
How to create a Note for all Staff
Where you need to advise the staff about general updates for the day (i.e., Owners visiting the stable, AM/PM rosters), a Notes banner has been placed at the top of the schedule. When under the schedule tab, follow the steps below: 1. Click on New ...
How to Add Transport Task
In schedule page, you can create a new transport task. Please follow these steps: 1. Switch to transport tab. Make sure you selected the correct day to create the task. 2. Click New Transport button 3. Select horse (or multiple horses for bulk ...
How to set owner communication permissions
Once you have added an owner or selected an existing owner, you will be able to set the Permissions that determine: which email notifications they receive; and what the owner can see regarding their horse in the Prism Owner Portal. First, enable or ...