How can I add staff members?

Step-by-step guide

  1. Before anything make sure to add your staff member as a Contact in the system. For more details on this go to our Adding A New Contact section
  2. Once the user has been added as a contact click on "User Roles/ACL" on the left panel
  3. Click "Roles."
  4. Select the role you want to add a user to and click on it.
  5. Scroll to the bottom and select "Insert User"
  6. A list will pop up showing available admins whom you want to assign to that role. If you want to add an existing administrator to this, click the box next to their name. Then click "Insert."
  7. If the person you want is not already an admin, use the search bar below the list of admins to search. Click on the box next to the name and then click Insert To Role. You'll be asked to confirm and then click OK.