Step 1
· When you log into your SuiteDash account, you will be greeted with a dashboard that looks something like this.
Step 2
· Using the icon at the top right (it has your initials), click on it and a popup menu will appear similar to the image on the left.
· There under "Staff/Team" you will find "Manage Staff", click on this
Step 3
· From here, you can add and assign roles to different people
· Learn more about roles using the SuiteDash documentation link at the top
Step 4
· Type the name and email of the person you want to add
· Here you can modify their role; what they’re allowed to see in the portal
Step 5
· Add as an "Admin" info@leefdesigns.ca
Name: Marlee
Display Name: Leef Designs
· Once you click the button at the bottom, an invite link will be sent to us. Now you're all done with this step.