Steps to create a new contact (customer) or a new user (staff/ team member)

First - Create a role for the contact or user

Navigate to the ‘Settings’ on the left menu bar. Once the page is opened, please click on the ‘Role’ menu on the top bar.

Click on the ‘Create New Role’ button to create a role

Provide the access as per your requirements

💡 No need for this step if you want to provide users with full access to your account. In this case - just use the ‘Default Role - All Access’ .

Create a contact or a user from the Database

Click on ‘Database’ on the left menu bar. Once the page is loaded, click on the ‘Create Contact/User’ button to create

Contact = Your Customer
User = Your Team Member/ Staff

💡 You can ignore this step if you have an existing contact already.

Create the system user

Open the contact you want to convert as a team member. On the contact card, you will have the option to create a system user.

Assign, password, role, etc. for that contact.

Choose the correct role and save the settings.