How to add a staff member to servicem8 [sop - onboarding]

Updated: 29/12/2021
Article #: 226


Once a Staff Member has been invited to ServiceM8, they will automatically have access to all our Client's ServiceM8 Client files.

Invite a Staff Member in ServiceM8

  1. Login into ServiceM8 from Practice Protect
  2. Click on the Settings Tile 
  3. Click on the Staff Tile 

    è  The Staff Members Screen



  4. Click on [Invite Staff]

    è  The Invite Staff Wizard Screen



  5. Type the new Staff Member's Full Name, Email address and mobile number
  6. Click on [Next] > [Finish]

    è  An email invite with instructions is sent to the new staff member






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