How to Add Staff
If you wish to add staff members to your Clientexec, do the following:
Navigate to Settings -> Users -> Staff Management:
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff1_ukok19.png)
You will now see a similar view (minus the staff):
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff2_qurkxz.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff3_j3zfnl.png)
Fill out the information required:
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff4_1u8jdg8.png)
Your representative should now appear under the appropriate department as shown below.
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff5_12m4vm8.png)
Navigate to Settings -> Users -> Staff Management:
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff1_ukok19.png)
You will now see a similar view (minus the staff):
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff2_qurkxz.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff3_j3zfnl.png)
Fill out the information required:
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff4_1u8jdg8.png)
Your representative should now appear under the appropriate department as shown below.
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addstaff5_12m4vm8.png)
Updated on: 28/02/2023
Thank you!