Staff Management

Your agency team is made up of staff members who help you manage client companies and day-to-day operations. The Staff section lets you add people to your agency, assign specific permissions, and control what each person can see and do.

Adding Staff Members

To invite a new staff member:

1. Go to Staff in the agency sidebar.
2. Click Add Staff.
3. Fill in the required details:
   • Full Name — The staff member's name as it will appear across the portal.
   • Email — Their email address, used for login and notifications.
   • Password — A temporary password for their first login.
   • Phone — Their phone number for contact purposes.
4. Select the permissions you want to grant (see below).
5. Click Save.

The staff member can log in immediately using the email and password you provided.

tip

Encourage new staff members to change their password after their first login for security.

Permission Types

Each staff member can be assigned any combination of six permissions. You decide exactly what each person can access:

Permission	What It Allows
Add Client / Subscription	Create new client company accounts and set up their subscriptions.
Disable Clients	Archive or disable client companies.
Impersonate Clients	Log in as a client company owner to provide hands-on support.
Subscription & Payments	View and manage the agency's own billing, invoices, and payment methods.
Manage Packages	Create, edit, and delete the custom packages you offer to clients.
Agency Settings	Access branding, white-label configuration, and other agency-wide settings.

note

A staff member with no permissions can still log in to the Agency Portal but will have very limited access. Always assign at least the permissions they need for their role.

Real-Time Permission Updates

When you change a staff member's permissions, the update takes effect immediately. There is no need for the staff member to log out and back in. The next action they take will reflect their updated access.

warning

Removing a permission takes effect right away. If a staff member is in the middle of a task that requires a permission you just removed, they will lose access to that area immediately.

Editing Staff Details and Permissions

To update a staff member's information or change their permissions:

1. Go to Staff.
2. Click on the staff member you want to edit.
3. Update their name, email, phone, or permissions as needed.
4. Click Save.

Removing Staff Members

To remove a staff member from your agency:

1. Go to Staff.
2. Click on the staff member.
3. Click Remove.
4. Confirm the removal.

Once removed, the person can no longer log in to the Agency Portal. Their past actions and activity are preserved in your records.

Import from Company

If you have team members in one of your client companies who you want to bring into your agency as staff, you can import them:

1. Go to Staff.
2. Click Import from Company.
3. Select the company and the team member you want to import.
4. Assign their agency permissions.
5. Confirm the import.

This is useful when you promote a client-level team member to an agency-level role, or when you are consolidating your team.

tip

Importing a team member does not remove them from their original company. They will have access to both the Agency Portal and the company workspace.

Staff Status

Each staff member shows one of two statuses:

Status	Meaning
Active	The staff member has logged in at least once and can access the portal.
Never Logged In	The staff member has been added but has not yet signed in.

Use the status to follow up with staff members who have not yet activated their accounts.

Next Steps

Learn how to create custom plans for your clients in Packages.