Who is a Staff Leader? How do I invite Staff Leader?
A Staff leader is a user role on MoneyPenny.me which has limited access to the account.
To invite a staff leader to your account, go to Contacts ➝ Staff ➝ Add Staff ➝ enter data, choose role ‘Team Leader’ and assign password to the staff leader
After clicking ‘Save Staff’, the staff leader will receive an email invitation to their profile.
How to deactivate a staff leader?
To deactivate a staff leader, go to Contacts ➝ Staff ➝ check box of staff leader and click ‘Deactivate’
The staff leader will be moved to a list containing inactive members
All deactivated members (members from this list) will not be able to login to their profiles.