How to assign roles to staff and agents

• Go to sett­ings (gear icon).
• Select „Company Sett­ings“.
• Choose „Staff/A­g­ents“ to view all conn­ected indi­viduals, including their email and assigned role.

• Click „Invite Indi­vidual“.
• Enter the indi­vidual’s name and email address.
• Select their role by clicking the button next to it.
  • Proj­ect-­specific roles: After selecting the role, choose the specific project by checking the appropriate box below.
    • Note: Only one role can be assigned per indi­vidual.
• Press „Invite“ to send the invitation.

Agents are empl­oyees of or representatives from other comp­anies.

• Go to „Agents“ to view conn­ected comp­anies. If no comp­anies are listed, you’ll need to create one.
• Find the company and click the three dots icon next to the company discount.
• Select „Edit“ to open the company info window. Here, you can:
  • Choose an existing user from the drop-down menu.
  • Invite a new agent by entering their name and email.

• After sending the invitation, the recipient will receive an email with an invitation link.
• The invited indi­vidual must accept the invitation to acti­vate their role.
• Until accept­ance, they will appear under „Pending Indi­viduals“ in the „Staff/A­g­ents“ overview.

• To edit or delete a staff member or agent, click the three dots icon next to their role in the „Staff/A­g­ents“ overview.
  • Note: Only users with the necessary permissions can edit or delete roles.