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Invite your team and set permissions

Add staff and decide exactly what each person can see and do.

Steps

  1. 1

    Open People and choose Invite.

  2. 2

    Enter each person's name, email and role.

  3. 3

    Choose which modules they can open.

  4. 4

    Set view, edit or approve access for each type of record.

  5. 5

    Send the invitations. Staff sign in and download the Staff App.

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