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’.
After clicking ‘Save Staff’, the staff leader will receive an email invitation to his 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.