How to Add Staff

If you wish to add staff members to your Clientexec, do the following:

1. Navigate to Settings -> Users -> Staff Management:

2. You will now see a similar view (minus the staff):

3. If you want to add a new staff role, such as Level 1 Support, click Add a New Staff Role. If you want to add a staff member to one of the existing groups, click the staff group, such as Support Staff.

4. Fill out the information required:

5. Your representative should now appear under the appropriate department as shown below.

Updated on: 28/02/2023