To manage staff, go to My Portfolio > Options. Here you can see the entire list of existing staff members and can also add new member by clicking “Add New Staff” button. You can also edit/ delete any member details. While adding a new member, you can also define permissions available for them from the “User Group” drop-down field.
In screen below you can enter details of staff member. You can select the user group which will define the permissions available to that staff member.
Once staff account is created staff member received an email with login details.
Assign multiple companies to a selected staff member which will make permission as well as company detail management easy for you. Simply select staff members from the list, click “Assign Company”, this will take you the company list page.
Select Company> Assign Selected company > Permission Set-up Page > Define permission level
Select the companies you want to assign to the selected staff member and click Assign Selected Companies button. Then you will be redirected to a permission setup page where you can define permission level for the selected staff member.
Assign different permission level to different members. Meaning of different permission levels are:
Next, tap “Save”.
If you want to change any permission later, go to Company > Business User Group > Click Action Button > second button for Manage Permission
Centrally manage users and assign/ change permission for staff under “User Group”.
Go to settings > User Groups > List of existing users will open
To Add New User Group click “Add New Group” button.
Once a new user group is created you can assign/change permissions accordingly for any staff.