Creating a Staff record
1. From the Project screen, click the Staff tab.
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.
3. Add the staff member's details and click Create Account to save the record.
The Account field determines the level of access of the staff member. These are categorised into four levels: Client, Manager, Project Manager, and Staff.
Levels of Access
Client Level
- Access to all projects under a client
- Can add staff and contractor companies
- Can manage portfolio-wide settings
Manager Level
- Access to selected projects only and their settings
- Used for multi-site managers
Project Manager
- Ability to create and delete records within a specific project
Staff Level
- View-only or limited edit access to records within a specific project