Staff and access

Admins add Tech Support and other staff, give each person a role, and turn access off when someone leaves. Signed in as Admin Demo (Admin, demo).

Staff users 7 active

Name	Role	Work email	2-step text to	Access	Last sign-in	Open cases
TS Demo A	Tech Support	ts.demo.a@example.com	555-0301	Active	2 h ago	5
TS Demo B	Tech Support	ts.demo.b@example.com	555-0302	Active	4 h ago	6
TS Demo C	Tech Support	ts.demo.c@example.com	555-0303	Active	6 h ago	6
Supervisor Demo	Supervisor	supervisor.demo@example.com	555-0310	Active	3 h ago
Admin Demo	Admin	admin.demo@example.com	555-0320	Active	2 h ago
Demo Sales	Sales	sales.demo@example.com	555-0330	Active	7 h ago
Demo Sales Manager	Sales	sales.manager.demo@example.com	555-0331	Active	9 h ago
TS Demo D	Tech Support	ts.demo.d@example.com	555-0304	Deactivated Oct 13, 8:49 PM by Admin Demo	16 days ago	0

Deactivating turns the login off right away and removes the person from the Tech Support assignment list. Their open cases stay visible on the Supervisor page until reassigned.

Add a staff user

Demo only: use made-up details.

Full name

Work email

Work mobile (for 2-step text code)

Role Tech Support Works the cases assigned to them: steps, ID review, edit inputs, tickets, notes. Supervisor Sees every case and the open cases report, reassigns Tech Support, closes tickets. Admin Everything a Supervisor can do, plus adding and deactivating staff on this page. Sales Adds leads. Sales management assigns the Tech Support person (step 1).

Access changes

Who changed whose access, and when. Newest first.

Admin Demo · Oct 13, 8:49 PM

Deactivated TS Demo D. Login turned off.
Admin Demo · Oct 1, 8:49 AM

Added TS Demo C as Tech Support.
Admin Demo · Sep 19, 4:49 PM

Added TS Demo B as Tech Support.
Admin Demo · Sep 18, 8:49 PM

Added TS Demo A as Tech Support.
Admin Demo · Sep 14, 4:49 PM

Added Demo Sales Manager as Sales.
Admin Demo · Sep 14, 4:49 PM

Added Demo Sales as Sales.
Admin Demo · Sep 6, 8:49 AM

Added TS Demo D as Tech Support.
Admin Demo · Sep 2, 4:49 AM

Added Supervisor Demo as Supervisor.
Admin Demo · Aug 29, 12:49 AM

Added Admin Demo as Admin.

What each role can do

Tech Support: Works the cases assigned to them: steps, ID review, edit inputs, tickets, notes.
Supervisor: Sees every case and the open cases report, reassigns Tech Support, closes tickets.
Admin: Everything a Supervisor can do, plus adding and deactivating staff on this page.
Sales: Adds leads. Sales management assigns the Tech Support person (step 1).

The back end enforces these roles on every request. This demo does not restrict pages.