How to add a staff user
Last updated
You need the User Admin permission to manage staff.
- Go to Organization › Staff.
- Click Add Staff.
- Enter the staff member's details and set their permissions (see "Staff permissions explained"). Grant admin permissions only to those who need them.
- Link the clients they'll be seeing.
- Save. They'll be emailed an invitation to set a password and activate their account.
Adding will update your subscription, since billing is per staff user.