Client portal

How to Add Staff

 August 1, 2014     0 Comments

If you wish to add staff:

  1. Navigate here (Settings -> Staff / Clients -> Staff Managment)

  2. You will now see a similar view (minus the staff): 


  3. If you want to add a new staff role, such as Level 1 Support, click Add a New Staff Role. If you want to add a staff member to one of the existing groups, click the staff group, such as Support Staff

  4. Fill out the information required: 

  5. Your representative should now appear under the appropriate department as shown below.

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