Settings: Staff Members
Learn how the Staff Members section lets you add and manage staff records, assign them to teams, and choose whether they need CRM login access.
Thought Process
The Staff Members section is there to help your business manage the people who work within the organisation, whether they need direct CRM access or not.
Not every staff member needs to log in to the system, but it can still be useful to store them as part of the organisation structure. This section allows you to create and maintain staff records, assign teams, and decide whether login details should be enabled.
Why it matters
Keeping staff records organised helps the CRM reflect the real people and teams within the business.
Why flexibility helps
Some staff need full login access, while others may only need to exist as part of the wider staff structure.
What This Section Does
Add staff members
Create new staff records so the CRM reflects the people working within your organisation.
Edit existing staff members
Update staff details over time as roles, teams, or access requirements change.
Assign a primary team
Each staff member can be linked to a main team so their primary place in the organisation is clear.
Assign additional teams
Staff can also be linked to extra teams where they work across more than one group or function.
Set login details
If the person needs to use the CRM directly, login details can be set so they can sign in.
Add staff without login access
Staff records can still be created even if the person does not need to log in to the CRM themselves.
Teams and Login Access
Staff records can serve more than one purpose in the CRM.
Organisation structure
A staff member can exist as part of the business record even if they never log in themselves, helping keep teams and assignments complete.
CRM user access
Where needed, the same staff record can also be given login access so that person can sign in and use the system directly.
Simple Walkthrough
- Go to Settings.
- Open the Staff Members section.
- Add a new staff member or open an existing one to edit.
- Enter the staff details you want to store.
- Assign a primary team for the main team link.
- Add any additional teams if the person works across more than one area.
- Choose whether the staff member should have CRM login access.
- If login is required, complete the login details and save the record.
Getting the Most From Staff Members
Only enable login where needed
Not every staff record needs to become a live CRM user, so only enable login access for people who genuinely need it.
Keep team assignment accurate
Primary and additional team links are more useful when they reflect how the person actually works in the organisation.
Review records regularly
Staff roles and responsibilities can change, so it is worth checking staff records from time to time.
Be careful with access rights
When enabling login, make sure the staff member only receives the access level and permissions they actually need.
Use staff records for structure too
Even if someone does not log in, keeping them in the staff structure can still help with organisation and reporting.
Update inactive leavers promptly
When a staff member leaves or changes role, review their record so the CRM stays accurate and secure.