How To Add & Manage Staff Members

ℹ️ Set up your user roles and access permissions before adding your employees. For further information see this article.

To add a new staff member account, navigate to Contacts > Staff and click . Proceed to fill out the pop-up menu with all of their contact information. Select their Role & Access permission level and tick Enable Portal Access to give access to the new staff member & Save to finalise.

⚠️Once you have added a new staff contact this will update your subscription and billing accordingly.

Once you have enabled portal access the new staff member will receive an email invitation to create a password and log in. 

⚠️ If the Portal access invitation has expired, click Resend Invitation.

To update the staff user role and access permissions, navigate to Contacts > Staff > Access Permissions. Select the Role drop-down menu to update the role and globally set access permissions. You can also customise the staff members access by clicking the tick boxes granting additional permissions. 

ℹ️ Remember to click Save if you have made any changes to the contact information.