Everyone should have their own login — never share one. Only managers with full access can add users.
- Go to Users & Access and click + Add user.
- Enter their name and work email, and a temporary password (they'll be asked to change it).
- Choose their role:
- Admin — manager / director (full access) sees and can do everything.
- Office staff only see the pages you tick under Page access. Use All on, Staff only or All off to start quickly.
- Click Save user.
New office users start with your default access, which you can change in Settings → Who can see what.
AI access
AI features are for managers. To give a member of the office team AI access, click ✏ Edit next to them, then Give AI access…. Read the safety notice, say why they need it, and confirm you've explained it to them. Their record then shows who gave access, when and why, and so does their staff profile if their login email matches. Click Remove AI access at any time. Removals are kept in the same history.
When someone leaves
Remove them in Users & Access. They are signed out straight away, on their next click. Changing someone's role also takes effect immediately.
Still stuck? Contact support or speak to your customer manager.