Invite staff and manage clients

Staff seats and customer records are limited by your plan. Check limits before a hiring wave or bulk import.

Invite staff

1. Open Setup → Staff.
2. Create a staff member with email, role, and permissions.
3. Send the invitation so they set a password and log in on your subdomain.
4. Review permissions after the first week — start narrow, widen as needed.

Add customers

1. Go to Customers and create a company or individual.
2. Add contacts; enable portal login only for people who should see documents.
3. Link projects, invoices, and tickets to that customer.

Good hygiene

• One primary contact for billing emails.
• Keep VAT/tax IDs and billing addresses current for PDFs.
• Upgrade before you hit seat or client caps to avoid blocked creates.