How to Promote an Employee to a User

This will allow this employee to log in as both a staff member and as a company user

1. Select Staff
2. Search for the employee’s name
3. Select the employee
4. Switch the ‘Company User‘ toggle to YES
5. Click Save / Update Datils

1. Click Yes

1. Select Our Profile
2. Select Our Users
3. Select Edit next to the user you wish to edit
4. Use the form here to grant or restrict access
5. Click Save User Details