· Click on the name on the box “Accounts” and check the detail setting for this account on the right panel
· Click “Edit” to change the
settings/permission of the staff
· Click on to + to add a new internal staff. To remove an account, click on –
· After click + to add a new
staff, fill in the fields such as name, email. Also assign the Source,
Verticals, Cost Center and the Role for the new staff