⭕ This article is for users with the Admin role.
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If your agency has permissions, when you add a new staff user, you will need to assign them a permission set in order for them to access anything in the system.

To assign a user to a particular permission set, click on the Staff button in the lefthand navigation menu.

Then click on the name of a staff member.

Click on the Permissions tab. 

Click on the drop-down under "Permission Sets" and choose from one of the sets that have been created by your account owner. 

Once you select an option from the drop-down menu, the set will automatically save (no need to press a save button), and you will receive a success message at the top of the page.

The bullet points below the drop-down will update to list out everything that this user now currently has access to.
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