Staff Member Quote

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Can someone please tell me how to make staff member so i can assign quote/job to them ? I only able to see 1 user (the administrator), I also tried this instruction:
http://ultimateclientmanager.com/support/faq-knowledge-base/faq-item/?ucm_faq_id=18

but doesn’t work, Does the roles have to be exactly “Staff” or can it be like “Sales”/”Marketing”

Thank You

that FAQ has pretty much all the steps…make sure you are clicking the permissions you want in “User Roles”…maybe try loading the “admin” defaults then deselecting the ones you don’t want??

after you create the User role does it appear in the drop down when you are creating an actual user?

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dumb4everStaff Member Quote