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Add a staff member to your Console


Adding users to help with Console management can be accomplished in a few easy steps.


  1. Log in to and click Manage Console
  2. Hover over the gear icon and click My Staff
  3. Click New and enter staff member details:
    • Email Address: Staff member email should be the same address used in Client Accounts
    • Role: Set the role as either Console Admin or Team Member based on the Staff Member's responsibilities. Here is a summary of role privileges: 
  4. Clicking Save will save settings and also send the Staff Member an email outlining their next steps for setup.
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