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With PrintBase, you can set role to your staff accounts to specific campaigns and get report about campaign's performance between staffs in analytics features. There are two types of staff accounts for PrintBase store owner to add: normal staff account and virtual staff account. In this article, we will guide you on how to assign staffs to campaigns to analyze performance on PrintBase in a few steps!

In this section

A. Add staff account and their role to one campaign on PrintBase
B. Add virtual staff account and their role to one campaign on PrintBase
C. Add staff and their roles to multiple campaigns on PrintBase

A. Add staff account and their role to one campaign on PrintBase

Please kindly refer to this detail instruction to know how to add staff accounts to help manage your store.

Add staff account when creating new campaign

Please refer to this article to know how to create new products with PrintBase. When you edit campaign details before launching your campaign, scroll down to Staff*, choose the staff account in the second drop-down menu and enter the role (or department) in the first field.

Click Add staff to add new staff.


Add staff account to existing campaign

Step by Step Tutorial

From PrintBase admin site, go to Campaigns >> All campaigns.

Choose the campaign you want to add staff account.

To the right of the campaign information edit page, look for the Staff section where you select a staff account in the second drop-down menu and enter the role (or department) in the first blank field.


Click Save changes

B. Add virtual staff account and their role to one campaign on PrintBase

Virtual staff account is built to help merchants create an online staff account for team members who do not have access to store admin due to the limitation of inviting staff accounts on store but still need to calculate their productivity based on the campaign's profit. Therefore, this feature could allow merchants to be able to analyze performance of that staff when setting role for that Virtual staff account on specific campaign. The performance of that virtual account would be displayed on Profit Analytics page as normal invited staff.

Note:

Team member who has virtual staff account could not login to owner store until they get invited by the owner via email.

This section will guide you on how to create a virtual staff account on PrintBase. After creating a virtual staff account, you can attach this virtual staff account and assign their roles to PrintBase campaigns as normal staff (referred to section A).

Add Virtual staff account from Settings

Step by Step Tutorial

From PrintBase admin site, go to Settings. Click on Account.


Scroll down to Virtual staff* in Account and permissions, click Create a virtual staff.


A new pop-up appears for you to enter staff name and their email, click Add.



Add staff account from campaign edit page

Step by Step Tutorial

From PrintBase admin site, go to Campaigns >> All campaigns.

Choose the campaign you want to add staff.

To the right of the campaign edit page, look for the Staff section where you select Create a virtual staff in the second drop-down menu.


A new pop-up appears for you to enter staff name and their email, click Add.


The newly added virtual staff name is displayed in the second drop-down menu. Enter the staff's role (or department) in the first blank field.


Click Save changes

C. Add staff and their roles to multiple campaigns on PrintBase

Section A and B guide you to assign staff and their roles with each PrintBase campaign. In case you want to add your staff and their roles with multiple PrintBase campaigns, it might be time consuming to do it seperately. In this section we'll walk you through using the Bulk Update tool to add your staff and their roles to multiple campaigns on PrintBase in just a few steps.

Please refer to this article to know how to bulk update. In step 3, in the first drop-down menu, choose Assign staff, select the staff in the third drop-down menu and their role for campaigns in the second blank field. Then continue to follow the next steps as instructed in the article.

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