How to create a staff account

Click the "Users" tab from your root campaign dashboard.

If you are creating new users for the very first time, you will be presented with these two options on your screen.

Alternatively, you may just click "Create User", and select "Staff" from the drop down menu on the upper right hand corner.

The "Create Staff" wizard will appear. On the "Contact" tab, fill out the Staff user's contact information. We recommend using the email address as the user name. For a more professional look, we also recommend uploading a photo for the staff user whenever possible. To do so, hover over the grey photo icon until the photo options appear.

Next, click the "Campaigns" tab to choose the campaigns that this staff user will be able to access and modify. You'll see two radio button. You can check the radio button for "All" to give them access to all campaigns, or choose a specific campaign that they can view and manage.

Alternately, you can click the "Restricted" radio button if you would like to choose specific campaigns to give the staff user access to. Once you click that radio button, a list of campaigns will appear below. By default, all campaign are in the "inaccessible" column. Click any campaigns that you would like to move into the "accessible" column.

Click "save" to finish and create the account.

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