How to Add or Invite a Staff Member

Step 1: Navigate to People Management

1. Start on the Dashboard.
2. Click on the Operate Menu.
3. Select People & Groups from the options.
4. Click on People Management to open the Staff list.

Step 2: Add or Create a New Staff Member

1. Click the green Add Existing User button to search for an already-existing account to add to the staff list.

OR

1. In the pop-up window, click the Create Person button (located to the right of the search bar).

   Fill out the Personal Information Tab.

2. Click Create.

   Then, fill out the Address Information tab.

   • Click Save Address.

Step 3: Invite a User by Phone

1. Return to the main Staff list view.

2. Click the Invite By Phone button (located on the far right).

   Fill out the Invitation details.

3. Click Send Invitation.
4. A confirmation message ("The invitation was sent successfully") will appear in the top right corner.