Admin Users and Roles

Adding Additional Staff or Manager

To add additional staff members or managers, please click on the top right-hand corner where your name and business name is and select the Settings option.

From there, you will see a button to Add Staff members, click on that and assign the roles you wish to assign to your new team member.

Please keep in mind that staff members can only see the clients they have been assigned to. If you wish for that staff member to be able to see all of your clients, then assign them to a manager role.