Add new user or staff member

1.  Add the user first - Type Add staff in the search box

2. Add their details into the fields provided

Key information:

Username is formatted as forename.surname and there is no need to add the company to the end as the system will automatically assign this itself.

Choose the appropriate access level for their job role. If in doubt copy someone with a similar role or set as low as possible and raise if needed.

3. Click save and close

To set a password, please click actions to the right of their user and click "reset password" - 

Set this as a generic password such as Password.1 since they will need to use this to set their own password.

 

Extra Login

Has your agency grown and do you need an extra login?

• 5 different levels of user access

• Dedicated email address

• Don’t forget to set the email Footer

• £25 + VAT pcm

Simply add your staff member or have your client administrator add them if your access level does not allow it, you will be billed automatically