Staff Accounts
Tue Aug 31 2021
1 min read
A role is a number of permissions that you want a certain Staff Member to have. You can choose as many permissions as you want and apply it to a role, or you can choose a premade role that we already have.
To create a new role, this will be located below the Staff accounts section, and there will be a button in the bottom right which says ‘Create role’ from there you can then choose the right permissions for the role you want.
Staff accounts can be added to your organisation so other people can help manage your organisation. If you are a Staff member of an organisation you will be able to locate this after you have logged in, it will be listed under ‘Other Organisations’.
To add someone as a Staff account in your organisation, go to the sidebar on the left and the icon will be 2 users. You will then have to enter the user's email, and apply a role that you want them to have.
Tags
account, details, hyperwallet, age, name, address
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