When adding staff to Prism, we recommend waiting until your domain and Prism account are setup to securely send emails from your selected email address. You will receive an email from our team advising when this is ready. 

Add staff to Prism 

1. To add staff to your Prism account, click on Staff on the main navigation bar. 
2. Click on Add Staff in the sidebar of the screen. 

3. Enter the details of the staff member you wish to add. 

4. In this same screen, assign permissions to control what each staff member can do within each Prism module - view only, create new items, update existing items or delete existing items - or grant all permissions where appropriate.

5. Click Save and the staff member will be emailed an invitation to setup their Prism user account. They will be asked to set up their own password.

For bulk staff uploads, please email the Prism team at support@prism.horse. 

Useful resources for staff 

Here are some handy resources to help your staff members get started with their Prism profiles:

• How to edit your profile
• How to set your timezone and notifications
• How to change your Prism password
• How to reset your Prism password
  

Deactivate a staff member 

To temporarily remove a staff member from your stable, select Staff on the main nav bar, select the staff member you wish to deactivate from your staff list and click More > Deactivate in the top right hand corner of their profile.

If that staff member has outstanding tasks, you can choose to:

1. Mark as completed
2. 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.

Remove a staff member

To remove a staff member completely, select Staff on the main nav bar, select the staff member you wish to remove from your staff list and click on the More > Remove button. The staff member will then be removed from the system completely.

Manage tasks per staff.

Easily manage and track tasks assigned to each staff member.    

You can view the tasks assigned to each staff member.

Work: View, edit or delete work tasks assigned to this staff member.  

Procedure/Transport/General/CMR task: View all pending tasks assigned to this staff member.  Depending on your permissions, you can add, edit or delete tasks here.