Once a Permission Group is created, you will next want to assign the staff members who will be utilizing the permission levels granted for this group.
NOTE: You must have Modify permission to Directories > Permission Groups.
To assign staff members to a Permission Group:
In Group Permissions, select the Permission Group Name from the left pane.
Click Staff Members heading.
If the selected Permission Group does not have any staff members, you will be advised to add staff.
The current staff members will be listed on the left side with their Full Name and email from their Staff Profile.
Select the Add staff dropdown to access your firm's list of active staff by Staff Code and Full Name.
Select each staff you wish to be included in this permission group. You can also type the staff code or staff full name in the Filter field to quickly locate a name.
The list of staff members can be sorted alphabetically in ascending order by Name, Email, Staff Code, or Date Added (descending, showing most recently added first).
When finished selecting staff, click the Save button to save your changes.
To remove a staff from a permission group, hover over the staff you wish to remove and click the X button.
The staff will be immediately removed. Click Save to keep your changes.