Starting in Q4 of 2024, your account will be limited in creating new active Staff Members.
If you have purchased:
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.
This will not affect existing active Staff Members.
What does Staff Member Restriction mean?
Staff member restriction means to limit additional staff users being added to the system.
Since there were no previous business rules currently in place to restrict the number of active staff based on tiers, we have seen most of our clients have more active staff than their tier permits.
When trying to add a Staff member beyond their threshold limit, you will see the alert below.
How to Upgrade to a New Tier
To add a new staff member, choose the Staff Members tab,
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.
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
To change the status of a staff member, choose the Staff Members tab.
Select the staff you wish to change.
Select Edit staff member
Change the Status from Active to Inactive or visa versa.