--- title: Staff Access and Roles description: Learn how to create a Staff account, add staff details, and assign the correct access level for project and portfolio management. --- [Skip to content](https://knowledge.keyvision.com.au/staff-access-and-roles#main-content) English - Australia Show submenu for translations ![keyvision logo](https://knowledge.keyvision.com.au/hs-fs/hubfs/Keyvision-Logo_RGB_72dpi.png?width=180&height=74&name=Keyvision-Logo_RGB_72dpi.png) Open main navigation Close main navigation - English - Australia Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Keyvision](https://knowledge.keyvision.com.au/?hsLang=en-au) 2. [Dashboard Access](https://knowledge.keyvision.com.au/dashboard-access?hsLang=en-au) 16 June 2026 # Staff Access and Roles ### Creating a Staff record 1\. From the Project screen, click the **Staff** tab. **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-05-2026-12-34-11-7812-AM.png?width=670&height=337&name=image-png-Jun-05-2026-12-34-11-7812-AM.png)** 2\. Click **Add Staff Member** to add a new record. Note: The **Add Staff Member** button is only available to staff with **Client** level access. **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-05-2026-12-35-16-5541-AM.png?width=670&height=178&name=image-png-Jun-05-2026-12-35-16-5541-AM.png)** 3\. Add the staff member's details and click **Create Account** to save the record. **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-05-2026-12-36-39-6376-AM.png?width=670&height=525&name=image-png-Jun-05-2026-12-36-39-6376-AM.png)** The **Account** field determines the level of access of the staff member. These are categorised into four levels: Client, Manager, Project Manager, and Staff. **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-05-2026-12-38-04-4298-AM.png?width=670&height=171&name=image-png-Jun-05-2026-12-38-04-4298-AM.png)** ### **Levels of Access** **Client Level** **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-05-2026-01-08-29-4673-AM.png?width=670&height=284&name=image-png-Jun-05-2026-01-08-29-4673-AM.png)** - Access to all projects under a client - Can add staff and contractor companies - Can manage portfolio-wide settings **Manager Level** **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-05-2026-01-08-01-6955-AM.png?width=670&height=218&name=image-png-Jun-05-2026-01-08-01-6955-AM.png)** - Access to selected projects only and their settings - Used for multi-site managers **Project Manager** **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-16-2026-06-58-54-5009-AM.png?width=670&height=326&name=image-png-Jun-16-2026-06-58-54-5009-AM.png)** **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-16-2026-07-01-29-0864-AM.png?width=670&height=321&name=image-png-Jun-16-2026-07-01-29-0864-AM.png)** -  Ability to create and delete records within a specific project **Staff Level** **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-16-2026-06-57-49-4400-AM.png?width=670&height=320&name=image-png-Jun-16-2026-06-57-49-4400-AM.png)** **![](https://knowledge.keyvision.com.au/hs-fs/hubfs/image-png-Jun-16-2026-07-01-03-0316-AM.png?width=670&height=325&name=image-png-Jun-16-2026-07-01-03-0316-AM.png)** -  View-only or limited edit access to records within a specific project - [Communication Management](https://knowledge.keyvision.com.au/communication-management?hsLang=en-au#main-content) - [Categories](https://knowledge.keyvision.com.au/communication-management?hsLang=en-au#categories) - [Emails](https://knowledge.keyvision.com.au/communication-management?hsLang=en-au#emails) - [Newsfeed](https://knowledge.keyvision.com.au/communication-management?hsLang=en-au#newsfeed) - [Online Forms](https://knowledge.keyvision.com.au/communication-management?hsLang=en-au#online-forms) - [Member Management](https://knowledge.keyvision.com.au/member-management?hsLang=en-au#main-content) - [Help Desk](https://knowledge.keyvision.com.au/member-management?hsLang=en-au#help-desk) - [Member Registrations](https://knowledge.keyvision.com.au/member-management?hsLang=en-au#member-registrations) - [Parcels & Deliveries](https://knowledge.keyvision.com.au/member-management?hsLang=en-au#parcels-deliveries) - [Place Management](https://knowledge.keyvision.com.au/place-management?hsLang=en-au#main-content) - [Building Keys](https://knowledge.keyvision.com.au/place-management?hsLang=en-au#building-keys) - [Contractors](https://knowledge.keyvision.com.au/place-management?hsLang=en-au#contractors) - [Keys & Fobs](https://knowledge.keyvision.com.au/place-management?hsLang=en-au#keys-fobs) - [Work Orders](https://knowledge.keyvision.com.au/place-management?hsLang=en-au#work-orders) - [Place Activation](https://knowledge.keyvision.com.au/place-activation?hsLang=en-au#main-content) - [Event Calendar](https://knowledge.keyvision.com.au/place-activation?hsLang=en-au#event-calendar) - [Management Access, Settings & Permissions](https://knowledge.keyvision.com.au/management-access-settings-permissions?hsLang=en-au) - [Release Notes](https://knowledge.keyvision.com.au/release-notes?hsLang=en-au#main-content) - [2026](https://knowledge.keyvision.com.au/release-notes?hsLang=en-au#2026) - [Dashboard Access](https://knowledge.keyvision.com.au/dashboard-access?hsLang=en-au) - [Essentials](https://knowledge.keyvision.com.au/essentials?hsLang=en-au#main-content) - [How To's](https://knowledge.keyvision.com.au/essentials?hsLang=en-au#how-tos) [![keyvision logo](https://knowledge.keyvision.com.au/hs-fs/hubfs/Keyvision-Logo_RGB_72dpi.png?width=180&height=74&name=Keyvision-Logo_RGB_72dpi.png "keyvision logo")](https://keyvision.com.au/?hsLang=en-au) [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, Keyvision