Viewing Staff
To view your staff, select Staff from the system menu at the top of the screen:
By default, only active staff members will display. Check Show Inactive to display members that are no longer active. Enter a name or partial name into the search box to quickly find members.
Select Edit next to a staff member to:
- Change their name or email address
- Reset their password
- Change their user role
- Enable or disable two-factor authentication
- Deactivate a staff member
Adding Staff
Select the New Staff button to add a new staff member to your account:
Enter the following information for your new member:
- Name
- Email address
- Initial password (after the initial login, it is important that your staff change this password by using the Forgot Password feature)
- Role
- Distributor Admin: Select this option to give administrator privileges (explained below)
- Distributor User: Select this option to give basic level privileges
Leave the Active? box checked and select Create Staff.
Deactivating Staff
To remove a staff a member, select Edit next to their name on the Staff page and uncheck the Active? box, followed by the Update Staff button.
Staff Roles
There are two types of staff roles:
Distributor User: Grants the basic level of functionality:
- Viewing and managing customers
- Viewing and managing accounts
- Viewing and modifying Uplinks
- Viewing Staff Logs
- Viewing reports
Distributor Admin: Grants the same functionality as a distributor user, with the addition of:
- Adding new staff members
- Deactivating staff members
- Editing staff members (including password resets)