For our article on adding and managing Client Contacts, please see "How to Manage Clients".
There are a couple different ways that you can choose to add a Staff Contact in ProWorkflow.
One method to add a Contact, is to click the "+ Add" button at the top left corner of the screen, then select "Staff" to add a Staff contact:
For Staff contacts, you must enter the Staff Member's First and Last Name, as well as their email address. You will also need to select their role, and you will have the option of selecting what team to put them in if you have multiple teams. The pop-up will also indicate how many available user licences you have, or if creating a new Staff member will add a license to your account:
Once you have created your Staff Contact, they can be found on the "Staff" page:
You can also choose to add a Staff member while on the Staff page by clicking the "+ Invite Staff" button to add a new Staff member:
Staff can also be added by clicking the "+ Add" button that appears next to the link for this page when hovering over it in the side menu bar:
New Staff members can also be added from the "Project Contacts" section of any Project Details page:
Please note that if you do not have a spare license available on your account with us, adding a new Staff contact will automatically add a new license to your account and your next bill from us. You can review the licenses on your account in your Client Area portal.