Staff Setup

Staff Setup

Setting up staff enables you to create a record for each member in your office.

From the main dashboard, go to Configuration>Staff Setup.


Go to Next Actions>Add.


Fill in the Edit Detail Page and Save.

From the Staff Setup File you can see all active and inactive staff organized by account managers, advisors and co-op managers.

You have the ability to modify staff from here as well.






Article ID: 2244
Created On: Nov 15, 2017 at 3:13 PM
Last Updated On: Dec 4, 2018 at 4:54 PM
Authored by: KB Admin

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