Create Staff Accounts (to allow Report Data Export to Excel)

Create Staff Accounts 

Here you'll learn how to create staff-level accounts for folks who need to be able to export Monthly and Quarterly Report data.

Begin by logging into the Youth Service Corps (Grantees) Impact Suite.

To create Staff accounts you'll need to be logged in to your Excel Export role (not the Grantee Reporter role).

1. On the left, in your Mission Control, click Grantee Reporters, Staff, & Grantees.
   
   
2. On the right, under Manage Staff, select Manage staff accounts.
   
   
3. Select the Add a New Staff Account radio button. 
   
   
4. Enter the first name, last name, and email address. 
   
   
5. For Role, select Excel Export.
    
6. Grantee Assignments, select Custom, then the name of the Grantee. If you don't see the service site on the list, stop and follow these steps.
   
   Once you select the name, the Grantee will appear in the blue box.
   
   
7. Check the Send the password setup e-mail now box. The user will receive a link they need to click within 24 hours to activate their account. Otherwise, you will need to resend the invitation.
   
   
8. Click Add.
   
   
9. Repeat these steps for each new Staff Account.