Company Staff

You can add staff to a client company while initially creating the client, or at a later time after creating the company’s profile.

To add staff while creating the client company profile for the first time:

1. Select Clients from the menu bar
2. Click on Add clients
3. Toggle to  Company to create 
4. Fill out all relevant fields
5. Expand the Contact Information (Company Staff) section by clicking on the arrow
6. Fill in the relevant information 

• You can set the staff as the primary contact by checking the box at the top
• Add another staff contact by clicking Add another contact to this company and remove staff contact by clicking Remove Staff

7. Click on Save Client or Save & Run Conflict Check

To add staff to an existing client company:

1. Select Clients from the menu bar
2. Click on the client to be edited 
3. Click Edit Client from the top right

4. Expand the Contact Information (Company Staff) section by clicking on the arrow
5. Update the relevant information 

• You can set the staff as the primary contact by checking the box at the top
• Add another staff contact by clicking Add another contact to this company and remove staff contact by clicking Remove Staff

6. Click Save