Adding a New Staff Member to Your Online Invoices System
Adding “Staff 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.
- Register expenses
- Perform “Time tracking” in addition to creating projects & activities.
- Create invoices, estimates and invoicing the clients.
- You can grant permissions & accesses to your staff member to perform any tasks on the system and track the actions of your “Staff Members”.
- Through the “Staff” tab, Select the “Add Staff” option.
- Add your staff member’s details
- “Name”, “Email address” and also a “Password” in which the staff member will be using to login to the system.
- Set a “Role” to your staff member.
- Tick the “Active” checkbox.
- Click the “Save” button.