Adding and managing staff membersContent also available for tax entities or on our global site.
With Sharesight Pro, not only can you share access with your clients, you can also add and manage staff members — either by provisioning access to all portfolios, or granting line-of-sight over specific clients. You can also give them varying levels of access — allowing them to only add portfolios, manage billing, or even have full Admin access. To start, simply navigate to the portfolio drop-down list and click ‘Dashboard’:
Once on the ‘Dashboard’, click ‘Staff’. From the ‘Staff’ page, you will be able to view employees with existing staff access (along with the type of access they have), change the type of access, view pending invitations to staff, and add staff members.
Clicking on ‘Add Staff Member’ will bring you to the following page. Here, you will need to fill out the required fields (name, email, etc.), choose the type of access they will have, and whether or not they have access to all or selected portfolios:
Back on the ‘Staff’ page, you may click the ‘Edit’ button next to any of the staff members’ names, and edit the type of access they have, along with any of their details.
Last modified on May 10, 2017 UTC