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How to add our team to your portal?
How to add our team to your portal?

This article will walk you through the steps on how to request a custom portal from our team.

Updated over a week ago

If you'd like our team to be able to customize the branding in your portal or have access for any support-related tasks, you'll have to add our team as a Staff Admin member to your portal. This will allow us to log in, customize on your behalf, or access your portal when needed.

These steps can also be taken if you've registered for a portal either on our website or completed during your Live Demo call.

How to add our team as a Staff Member?

First, log in to your portal, toggle to your Account & Settings tab, and select Billing & Staff. Once there, select the ADD STAFF button in the bottom right.

From there, enter the Staff information provided below. All fields must be filled in order to move forward.

Please enter the following information:

First Name:

Last Name: Support

Phone Number: 321-555-0000 (if you receive an error message for the phone number please place a (1) at the beginning)

Once you've completed this step, you'll need to provide admin privileges to our staff account in order for our team to customize on your behalf.

Please inform your dedicated point of contact and our designer will get started with your portal.

How to Suspend our team as a Staff Member?

We ask that you expire our team so that they will not count towards your Staff count. On the Trial plan, you are allotted 3 Staff members and on the Starter plan, you are allotted 5 Staff members.

Head back to your Account & Settings tab, and click on Billing & Staff. From here, scroll down to find the Staff member in question (Get Answers), and select their name. In the top right corner, you will see Current Status.

Select where it says Active and that will open a dropdown menu. From here, select Suspend. That will suspend the team, and we will no longer have access to your portal.

Screenshot 2022-12-15 at 9.58.26 AM

If you have additional questions please don't hesitate to reach out to our team at [email protected].

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