Team / Add Team member
Add Team member
You create the login and share it directly. No invitation email is sent.
What each role can do
| Action | Mgr | Staff |
|---|---|---|
| See Clients | All | Assigned |
| Add Clients | Yes | No |
| Delete files | Yes | No |
| Billing | No | No |
| Activity log | All | Own |
You create the login and share it directly. No invitation email is sent.
| Action | Mgr | Staff |
|---|---|---|
| See Clients | All | Assigned |
| Add Clients | Yes | No |
| Delete files | Yes | No |
| Billing | No | No |
| Activity log | All | Own |