Sometimes you may want to add a staff member from your practice to a client's account. You may want to restrict access to certain companies, which you can do. In order to do this, follow the steps below. 

First of all, in order to not use up one of your 'user' permissions, you need to add staff as 'staff members', rather than users. Here's how to do that:

  1. Go to your Staff tab in your Float dashboard

2. Fill in the details of your staff member

3. Have your staff member verify their email address

4. Choose which clients you'd like your staff member to have access to

By default, your new staff member won't have access to any clients, so you need to choose which ones you'd like them to be able to see.

That's it!

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