How to provide Admin or Staff access.

Customer Success will create staff profiles and grant admin or staff app access as part of your onboarding, as directed by you. You have full access to the portal if you have Super Admin user credentials. By creating roles, super admin users can then manage the level of access that other admin users have within the portal. To learn how to build various roles in your portal, Click here.

After creating your roles, you must access your staff members' profiles to configure their level of access.

Search for your staff member in the Registers, then select View.

Click on Account tab.

You can switch to an Admin user or a Staff user by clicking on User Type.

The roles you created in Settings will now show up in the drop-down menu under role and permission.

After deciding on your user type, role and permission, click Update. The User Type and Role pop-up will show that the change was successful.

The modifications will be effective right away for this staff member.

Additionally, tick the box under PO & Invoice Access if a staff member requires access to invoices and purchase orders.

Updated successfully! pop will appear. The Reconciliation tab will now allow the admin user to reconcile invoices and purchase orders.