No Matching Staff Email
When encountering a red "No matching staff email" message in the Setup > Preferences > Users screen, it indicates the need to associate the user email address with a staff member.
Linking User and Staff Email Addresses
To resolve this issue, follow these steps:
Go to Setup > Staff.
Edit the staff member you wish to link to the user account.
Ensure that the staff member's email address matches the user account's email address exactly.
Default Staff Member for New Records
When creating new records such as Bookings, Invoices, Purchase Orders, Maintenance, etc., the Staff field will automatically default to the staff member with a matching email address to the currently logged-in user. If the Staff field does not default, consider the following:
Check if the Staff email matches their User login email.
In Setup > Preferences > Restrictions > Other Fields Required, verify if the "Don't default staff" option is switched off. The Staff will not default if this option is enabled.
By ensuring the alignment of email addresses between staff members and user accounts, you can streamline the process of assigning staff members to user activities within the system.