Staff, roles and organisation

Create a staff account

Create a staff accountAdd a team member with contact details, role, departments and access status.

Edit staff profile and status

Edit staff profile and statusUpdate profile information, language, signature and active status.

Create and manage roles

Create and manage rolesDefine reusable permission sets for CRM modules and sensitive actions.

Assign individual staff permissions

Assign individual staff permissionsApply role permissions and any supported user-specific adjustments carefully.

Assign staff to support departments

Assign staff to support departmentsControl which staff receive and work on departmental tickets.

Review a staff member profile and activity

Review a staff member profile and activityView assigned work, activity, projects, tasks and timesheets according to permissions.

Manage staff timesheets

Manage staff timesheetsReview time entries by member, date and related task before billing or reporting.

Configure staff two-factor authentication

Configure staff two-factor authenticationEnable and verify an additional authentication factor for staff login.

Deactivate staff access safely

Deactivate staff access safelyRemove login access while preserving ownership history and reassigning active work.

Human Resource Management →

Open Employee 360 guide →