In this article, you will find:
ℹ️ We recommend setting up your user roles and access permissions before adding your employees. For step-by-step instructions, see this article.
How to add/remove new staff members
💡To keep things organised, create a new user account for each new staff member and remove the account of anyone leaving the team, rather than reusing existing accounts.
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 menu with their information, including all contact details, ie, work email address. Select their Role & Access permission level. Tick Enable Portal Access, and click Save.
⚠️This email will be used to invite the staff member to join the JACK App portal
How to grant/remove staff access to the JACK App
To enable or remove your staff's access, navigate to Contacts > Staff. Search for the employee and click on their contact to open their profile. Scroll down and click on Send Portal Access Invite/Revoke Portal Access.
ℹ️ The new staff member will receive an email invitation to create a password and log in.
ℹ️ Remember to click save if you have made any changes to the contact information.
⚠️ If the Portal access invitation has expired, click Resend Invitation.
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. Search for the staff member, click on their contact to open their profile.
Click on the Access Permissions tab and select the role from the drop-down menu.
Scroll to the bottom and save.
ℹ️ Need to update the user types and global permissions?
Follow the instructions in this article.