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Licence Management
How to add a Licence to a staff account
How to add a Licence to a staff account
Updated over a week ago

Licences for staff members are managed directly through their Staff dialog

In the navigation sidebar, click on Staff, and select your staff member.

In their dialog, click on the "Licences" tab at the top.

Click on the "Create Licence" button.

Fill in any other applicable details about this licence.

Title / Descriptor: The descriptor can be a single word/sentence which tells the client / staff what type of licence this is (such as "Pest Control" licence).

Expiry Date: By entering your licence expiry date, we will send you a notification when the expiry date approaches.

Now that you have filled in their license details, you can upload an image of their physical license card by clicking the "Choose File" button and browsing to the image location. 

Now that all of the information is entered, you can review it and click the "Add Licence" button to complete the process.

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