How to invite a staff member

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Here's a quick tutorial on how you can invite a staff member online.

 

Login to your account in the Online Dashboard, and go to Settings

Login to your account online, and go to Settings

Click Staff

Click Staff

Click Invite Staff

Enter the details of the staff member, then click Next

Click Finish

The staff member will receive an invitation through SMS and/or an email message with their login details.

Review staff Security Roles

 

Check out this article on Security Roles, which explains the levels of access which come with each of ServiceM8's default Security Roles, and how this can be managed.

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