Nov
16
2015

Adding a New Staff Member to Your Online Invoices System

An article by Adam

Adding team members makes work easier, and a staff member can act as an employee to your company.

A new staff member can:

Create and manage products or services.
Create and manage clients.
Log expenses
Create projects and Activities and track time.
Create invoice and estimates and invoice the clients.
You can set permissions for your staff for any function in the system and track them.

To Add a New Staff Member :

From the “Staff” menu choose “Add Staff”.
Add your staff details
1. Name
2. Email address and a password the staff will use to login to the system.
3. Set a role for your staff.
4. Tick the “Active” check box.
Click the “Save” button.