How to Manage Employees
Add employees, set roles & permissions, assign enquiries, and deactivate when needed.
Add Employee
- Settings → Team/Employees → Add Employee.
- Enter name, email, phone, job title; choose role (Owner/Manager/Staff); set permissions; send invitation → Create.
Manage
- Edit details/role, adjust permissions.
- Deactivate when someone leaves; delete only if necessary.
- Assign enquiries from an enquiry's Assignment tab.
Last updated: 2025-11-12