Additional staff licenses can be added from the Settings Page or Contacts Page.
For Professional Plan Account:
- Navigate to the Settings tab > Add Staff
- Enter staff information in the fields that appear below (It will also show you the number of licenses remaining).
- Click Done to save new information.
For Advanced Plan Account:
- Navigate to the Contacts tab > Click the + icon > Contact
- Ensure that 'Contact Type' selected is Staff (Dark Gray user icon). Enter staff information in the fields. It will also show you the number of licenses remaining once you click on 'Allow Login'.
- Click Finish Now to save new information.
Once staff have been added to ProWorkflow, you can send their Login Details by clicking Send Login Details on the right hand side of the page in the Contacts Manager.
- Navigate to the Contacts tab
- Click on the contact you wish to send login details to
- On the right hand side under Login Info, click Send Login Details
Additional user licenses can be added by the ProWorkflow account holder in the Client area on our website.
Still stuck? Contact us and let us know!