Adding and managing staff accounts

How to add and manage staff accounts

Staff users are internal to the organization giving them additional access over client accounts.

Staff can: add, view, and edit all client profiles. Staff only have access to documents shared with them.

Staff cannot: manage any organization settings such as billing, adding other staff, changing the cloud storage drive or other organization information

In order to add Staff members, you must purchase additional seats on the Professional Plan. See Manage your Subscription.

1. From the Home Dashboard go to the Manage Staff Page.

2. Click New to add a staff member.

Note - you must be subscribed to the Professional Plan and have purchased the desired number of staff accounts.

3. Enter the staff member’s first and last name and email, then click Create and Continue.

4. Click Send Invite Email to invite a staff member by email.

Or 

‍
Click here to copy invitation link.

How to add more staff members

To add more staff members, you must upgrade your subscription plan. Visit the Billing Page to view your subscription plan details. ‍

Manage Staff Accounts

Staff accounts are managed the same way as client accounts.

• Manage login and password
• Re-send registration link
• Delete client user