- Date- 01-09-2017
- Tag- Setting
If you want to create a new staff member or agent in your CRM installation, you can do that by following the path: Setup>staff>new staff member.
When or after you have filled the necessary fields, you may then click on the permissions tab, then you might set the necessary permissions for the desired staff member.
If you select a role to which some permissions have been assigned, the permissions from the role will be auto checked for the new staff to which the role is being assigned.