Members and roles

Members and roles

Invite counselors and set their roles. In Admin.

Invite a counselor

    Click Admin in the sidebar, then + Invite counselor .
    Enter their details and send the invite. They become active the first time they sign in. Each active member uses one seat on your plan.

Set a role or a split

In the Members card, set each person's role: Counselor, Admin plus counselor, or Admin only. You can also set a person's payroll split here; leave it blank to use the organization default (see  Payroll ).

Related

  •  Payroll 
  •  Profile options