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Adding Staff Members

Use this article to upgrade your tier or add staff members. Also, learn how to change staff from active to inactive.

Kimberly avatar
Written by Kimberly
Updated this week

We offer the current tiers:

  • Bronze Tier: This will allows a maximum of 3 active staff members.

  • Silver Tier: This will allows a maximum of 6 active staff members.

  • Gold Tier: This will allows a maximum of 10 active staff members.

However, by contacting your sales representative you can add staff members without upgrading your current tier level.

Contact Sales by clicking here.

Upgrade Required - Staff Member Restriction Alert

Staff member restriction means to limit additional staff users being added to the system.

When trying to add a Staff member beyond their threshold limit, you will see the alert below. However, by contacting your sales representative you can purchase staff members without upgrading your current tier level.

Contact Sales by clicking here.
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How to Upgrade to a New Tier

  1. To add a new staff member, choose the Staff Members tab,

  2. Click the Add New Staff Member option in the upper left corner. You will be able to create an inactive staff but cannot create an active staff as the radio button is disabled.

  3. Select Contact account team link. An automated email will be sent to our Sales/Account team to notify our team to assist with an upgrade.


How to Update the Status of Staff Member

  1. To change the status of a staff member, choose the Staff Members tab.

  2. Select the staff you wish to change.

  3. Select Edit staff member

  4. Change the Status from Active to Inactive or visa versa.

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