Adding Staff to Agent Account
This document provides a step-by-step guide on how to add a staff member to your Agent Platform within MedicarePro CRM. Following these instructions will ensure a smooth onboarding process for new staff members.
Steps to Add a Staff Member
To successfully add a staff member to your Agent Platform, please follow the steps outlined below:
Navigate to Your Settings Page: Begin by accessing the settings page of your Agent Platform.
Select "Staff": On the left-hand side menu, click on the "Staff" option to view your current staff members.
Add a New Staff Member: Click the + icon located at the top-right corner of the Staff page to initiate the process of adding a new staff member.
Enter Staff Details and Permissions: Fill in the required details for the new staff member, including their permissions within the platform.
Completion of Account Setup
Once you have added the staff member, they will receive an email containing instructions on how to complete their account setup. If the staff member does not receive this email, they can still access their account by following these steps:
Visit the MedicarePro login screen.
Use their email address as the username.
Enter "staffpass" as the password. This will prompt them to set up a new password for their account.
By following these steps, you can efficiently add new staff members to your Agent Platform and ensure they have the necessary access to perform their roles effectively.