There are two ways to add users to the staff of your Advisor account from your company's Advisor Dashboard:
Create one or more users manually.
Import several users at once by uploading a CSV file containing all the users.
Create staff manually
1. Go to Staff on your company's Advisor Dashboard, hover over Add staff in the top right corner, and select Add staff from the list:
2. Now fill in the name and email address of the user you want to invite. You also need to choose the user's permissions for the Advisor Dashboard by selecting a role, and you can give the user access to one or more clients by selecting the user's access groups. When you have made your choices, click Save and close to invite the user:
If you want to send an email invitation to the user right away, leave the toggle below the email address green. You can also turn it off so that no invitation is sent right away. You can always send the invitation at a later time.
Once you have filled in the user's details, you can instead click Save and create new to create another user right away.
Create by importing a CSV file
1. Prepare the CSV file
The CSV file must contain four columns with the following data for the staff to be imported correctly.
Name: The user's first and last name.
Email: The email address the user uses to log in to Corpay One.
Role and permissions: The user's staff permissions on your company's Advisor Dashboard. Specify the role you want in the column using one of the following numbers:
0 = Restricted Staff
1 = Staff
2 = Administrator
3 = Account owner (can only be assigned to one user)
4 = Manager
For example, if you want to import a user who should have the Manager role and its permissions, enter "4" in the Role column.Access groups (OPTIONAL): The IDs of the access groups the user should be part of. You can find a group's ID by clicking it under Access Groups on the Advisor Dashboard, after which the ID is shown in the top right corner. You can enter as many group IDs as you want - they just have to be separated by a comma.
You can always assign a group to a user at a later time.
2. Import the CSV file
1. Go to Staff on your company's Advisor Dashboard, hover over Add staff in the top right corner, and select Import via CSV file from the list:
2. A new window opens. Click the Choose file button to find the file on your computer:
3. A window now opens where you choose how Corpay One should read the columns in the CSV file you selected, so the data is imported correctly. You need to select columns for the following data:
Name: Select the column that contains the users' names.
Email: Select the column that contains the users' email addresses.
Role (OPTIONAL): Select the column that contains the role you want for each individual user.
Access group (OPTIONAL): Select the column that contains the IDs of the access groups you want each individual user to be added to when they are created.
You can also choose whether to send an email invitation to the new staff right away by leaving the toggle next to Invite by email green. If you turn this off, you can always send the invitation at a later time by clicking the three dots next to a coworker and selecting Resend invitation.
Click Import to continue:
That's it - the new staff users will be created in a moment.
Note: If you import a user who already exists, the user will not be created again.