How to add Staff

This article will walk you through the steps to add your team to your portal.

Updated over a week ago

A staff member is someone from within your company or organization that you would like to give access to your partner portal. Only the portal admin has the ability to add staff within the portal.

First, you'll want to go to your Accounts & Settings tab near the bottom of the Sidebar. You'll see the Billing & Staff sub-tab and click on it. Under the Billing Information section, will be the Staff section, and you'll see in the right-hand corner, the β€œAdd Staff” button.

After clicking, you will need to fill out the necessary information for your staff member (first name, last name, email address, phone number) before they can be approved as a Staff Member.

(please note, if you do not have a valid phone number for your staff member, any 11-digit number will work)


Admin Privileges:

A staff member can have different permissions by making them an admin. To do this, enable, and switch on the Admin toggle next to your staff member's account.

The biggest difference between the Portal Admin and a Staff Admin is that the Portal Admin is the only account that can view the Billing & Staff tab and update the Program terms.

(To learn how to add Partners to your portal, head to this article for more information)

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