Follow the steps below to create a Company staff:

  1. Navigate to the Company staff menu item.

  2. Click Add New in the top-right corner of the tab.

  3. Start typing a Company name you want to add a person to and select the corresponding Company from the drop-down list.

  4. Start typing a Person’s name you want to add to the Company staff and select the corresponding name from the drop-down list.

  5. Define an access role in the Access Roles drop-down menu.

  6. Disable the Enabled checkbox if you want to activate the access role later.

  7. Click Create to submit the changes.

An existing person, company, and access role are required. If the prerequisites are not registered yet, see Persons, Companies, and Access roles for details.

Related pages

Company staff
Persons
Companies
Access roles