How to add staff members one at a time
Manually adding staff one at a time is straightforward: simply click Add Staff > Create staff:
... and then fill in the details shown in the pop-up:
Tip! Click Save and create new to add another staff member right away.
How to add multiple staff members
When using the CSV import method to add multiple staff members simultaneously, there are 4 columns you'll need to fill out, each containing some important details we'll outline here:
Name: List each staff member's first and last name in this column.
Email: This is the email address that Corpay One will use to invite the staff member to your advisor account.
Role: This is where you can assign the role of each staff member you're importing. Due to the nature of CSV files, this step can be slightly cumbersome, so we've tried to simplify it for you. The column 'Role' can only contain digits 0-4, each of which corresponds to the roles outlined below (e.g. if you want to import a staff member that should be manager, the value in the 'Role' column should be 4):
0 = Restricted Staff
1 = Staff
2 = Admin
3 = Owner (*only one can be provided*)
4 = Manager
Access groups: You can provide the access group ID of the access group you want the staff member to be part of. You can locate the ID of an access group by clicking the group in the Access groups section in the Advisor Dashboard. This column can contain one or more access group IDs, and they will have to be comma-separated. If you don't want to assign an access group to the imported staff member(s), you can simply leave this column blank.
Example of CSV setup: