> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supportwise.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Support Staff

> Maintain availability, capacity and portal access for the people delivering support.

Open **People & Access → Import Staff**. Staff records are used by timetable allocation, availability checks and the staff portal.

## Staff fields

* **Name** — the label shown in schedules and coordinator views.
* **Email** — used to identify and invite the person to the staff portal.
* **Active** — controls whether the record is treated as currently available for normal use.
* **Employment hours per week** — capacity context for planning.
* **Working days** — weekdays on which the staff member can normally be allocated.

## Recommended setup

<Steps>
  <Step title="Create or import records">
    Add staff individually, import from LISS where offered, or use the reviewed CSV workflow.
  </Step>

  <Step title="Verify email addresses">
    Correct work email addresses before sending portal links. An invitation sent to the wrong address should be treated as an access issue.
  </Step>

  <Step title="Set working pattern">
    Select each normal working day and record weekly employment hours.
  </Step>

  <Step title="Link accounts">
    Link the staff record to the correct available SupportWise account where the page offers a linkable user.
  </Step>

  <Step title="Send portal invitations">
    Select one or more eligible staff and use **Invite** or **Send invite**. Test with a small group before inviting everyone.
  </Step>
</Steps>

## Portal readiness

A staff member needs an active record, a usable email and a valid account link/assignment to reach the staff portal. Search and directory filters help identify records that can be invited.

<Warning>
  Deactivating a staff record or changing working days can affect availability in planning views. Review upcoming allocations before changing an established record.
</Warning>

<Note>
  **Screenshot placeholder SW-016:** Support Staff directory showing working days, hours, portal status and invitation selection.
</Note>