For administrative staff you will need to assign Roles and Departments:
In the Back Office system, every account has the "Associate" label.
Only Administrative Staff, those granted Staff Roles, will have the added Staff label.
Think of Roles as the actions a staff member can take, while Departments determine the notifications they'll receive.
From the associate's Settings page select the 'View Departments' link.
From the Departments page, hover over the 'Actions' button and select 'Edit Departments'
Ensure the Staff member is set to the right Organization Level. (office level)
If an associate's Departments are set at the top office level, they will have the same Departments in all branches. If the Departments are set at lower or separate office level, the associate will only have those actions available at that level.
This is an important distinction if you have multiple offices.
Use the drop-down menus to select and assign Departments. You can use the 'Quick Select Departments by Staff Role' to choose a group of related Departments or use the ‘Individual Department' to fine-tune admin abilities.
After you pick a Department from the menu, click the 'Add Quick Select Group' or 'Add Department'. The page will refresh and you can add more Departments if needed.
Keep in mind that every account will have the "Associate" label; it's the Staff Roles & Departments which determine what administrative options they have.
If you'd like to schedule a tech call to go over it in greater detail together, you can visit https://backagent.youcanbook.me/ and select a time that works for you.