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Adding additional staff to the portal
Adding additional staff to the portal
Updated over a week ago
  1. Click the Add staff button.

  2. In the dialog, type the name of the staff member. You will need to have added the staff Organization > Staff pages previously – this is because of licensing.

  3. Select their role, so you can identify them easily. This is their role on this project and not their role in your organization.

  4. If this contact is the new primary contact, check the Is primary box.

  5. Save

Note: Staff will always have full portal access.

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