💡 It's best to have already setup your user roles and access permissions before
adding all your employees. To do this, read this article here.
In this article you will find:
How to add/remove new staff members
1. To add a new staff member, navigate to Contacts > Staff and in the top right of the
screen, click on 
2. Fill out the pop-up with their information and include:
all contact details, including their (work) email address
Note: this email address will be used to invite the staff member to access JACKSelect their role & access permission level
Tick Enable Portal Access, and Save
How to grant/remove staff access to JACK App
To enable or remove your staff's access to JACK, navigate to Contacts > Staff
Look up the employee, click on them to open their profile
Scroll and click on 'Send Portal Access Invite' as in the example below:
The staff member will receive an email invitation to create a password and log in
4. Portal access invitation expired? No problem, to re-send the invite, click on 'Resend Invitation', as shown below
5. To cancel or terminate a staff member's access, click on 'Revoke Portal Access', as shown below
How to change a staff member's user role & access level
To modify a staff member's user role & permission level, navigate to Contacts > Staff
Look up the staff member, click on them to open their profile
Click on 'Access Permissions' and select the role from the drop-down option as shown below
Scroll to the bottom and save
ℹ️ Need to update the user types and global permissions?
Follow the instructions in this article