How to Add Staff
If you wish to add staff members to your Clientexec, do the following:
Navigate to Settings -> Users -> Staff Management:
You will now see a similar view (minus the staff):
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.
Fill out the information required:
Your representative should now appear under the appropriate department as shown below.
Navigate to Settings -> Users -> Staff Management:
You will now see a similar view (minus the staff):
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.
Fill out the information required:
Your representative should now appear under the appropriate department as shown below.
Updated on: 28/02/2023
Thank you!