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Add office staff

Staff are your office team. Create their account and choose a role. Once you save, they can sign in to the web platform.

Before you start

• The role this person needs already exists. If not, see Create roles.
• If you use branches, the branch already exists.
• You have the person's name and email address.

Create the account

1. Open Team in the sidebar, then choose Admin Users.
2. Click Create.
3. Enter the person's details, including their email address and login details if asked.
4. Choose their Role. This decides what they can do.
5. If branch mode is on, choose their branch.
6. Save. The person can now sign in.

Tip. To change what someone can do later, edit their role. You do not need to recreate the account.

Example

A receptionist at your Kathmandu office: create a Receptionist role with the customer and lead permissions they need, go to Team → Admin Users → Create, enter their details, choose the Receptionist role and the Kathmandu branch, then save.