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 for management purposes. A staff member can have different permissions by making them an admin. 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 “Add 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)

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

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