{"id":1101,"date":"2015-11-16T08:59:28","date_gmt":"2015-11-16T08:59:28","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=1101"},"modified":"2017-05-11T11:20:59","modified_gmt":"2017-05-11T11:20:59","slug":"adding-a-new-staff-member-to-your-online-invoices-system","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/adding-a-new-staff-member-to-your-online-invoices-system\/","title":{"rendered":"Adding a New Staff Member to Your Online Invoices System"},"content":{"rendered":"<p>Adding <strong>&#8220;Staff Members&#8221;<\/strong> makes work easier, and a staff member can act as an employee to your company.<\/p>\n<p>A <strong>&#8220;New staff Member&#8221;<\/strong> can:<\/p>\n<ol>\n<li>Create and manage products or services.<\/li>\n<li>Create and manage clients.<\/li>\n<li>Register expenses<\/li>\n<li>Perform <strong>&#8220;Time tracking&#8221;<\/strong> in addition to creating projects &amp; activities.<\/li>\n<li>Create invoices, estimates and invoicing the clients.<\/li>\n<li>You can grant permissions &amp; accesses to your staff member to perform any tasks on the system and track the actions of your <strong>&#8220;Staff Members&#8221;.<\/strong><\/li>\n<\/ol>\n<h2>To Add a New Staff Member:<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Add-staff-details.png\" rel=\"lightbox[1101]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-2300 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Add-staff-details.png\" alt=\"Add-staff-details\" width=\"1207\" height=\"759\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Add-staff-details.png 1207w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Add-staff-details-300x189.png 300w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Add-staff-details-1024x644.png 1024w\" sizes=\"(max-width: 1207px) 100vw, 1207px\" \/><\/a><\/h2>\n<ol>\n<li>Through the \u201c<strong>Staff<\/strong>\u201d tab, Select the <strong>&#8220;Add Staff&#8221;<\/strong> option.<\/li>\n<li>Add your staff member&#8217;s details\n<ol>\n<li><strong>&#8220;Name&#8221;, &#8220;Email address&#8221;<\/strong> and also a <strong>&#8220;Password&#8221;<\/strong> in which the staff member will be using to login to the system.<\/li>\n<li>Set a <strong>&#8220;Role&#8221;<\/strong> to your staff member.<\/li>\n<li>Tick the <strong>&#8220;Active&#8221;<\/strong> checkbox.<\/li>\n<\/ol>\n<\/li>\n<li>Click the <strong>&#8220;Save&#8221;<\/strong> button.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Adding &#8220;Staff Members&#8221; makes work easier, and a staff member can act as an employee to your company. A &#8220;New staff Member&#8221; can: Create and manage products or services. Create and manage clients. Register expenses Perform &#8220;Time tracking&#8221; in addition to creating projects &amp; activities. Create invoices, estimates and invoicing the clients. You can grant permissions &amp; accesses to your staff member to perform any tasks on the system and track the actions of your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[15],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding a New Staff Member to Your Online Invoices System - Online Billing Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/adding-a-new-staff-member-to-your-online-invoices-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a New Staff Member to Your Online Invoices System - Online Billing Software\" \/>\n<meta property=\"og:description\" content=\"Adding &#8220;Staff Members&#8221; makes work easier, and a staff member can act as an employee to your company. A &#8220;New staff Member&#8221; can: Create and manage products or services. Create and manage clients. Register expenses Perform &#8220;Time tracking&#8221; in addition to creating projects &amp; activities. Create invoices, estimates and invoicing the clients. 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