Staff

Use this topic for invite and control staff access.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Staff

Audience

Business owners responsible for staff access.

Permissions

  • Only business owners may invite staff or change staff access.

Actions

Invite staff member
Use Invite staff member to support invite and control staff access.
Change staff access
Use Change staff access to support invite and control staff access.

Statuses

Invited
The record is currently invited.
Active
The record is currently active.
Disabled
The record is currently disabled.

Workflow

  1. Open Staff.
  2. Review the record and its current status.
  3. Choose Invite staff member and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

An invitation is not accepted
Verify the email and send a fresh invitation