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.

Updated on: 07/08/2026