In this section, you can identify managers for your team and set user permissions.

Login to Staircase, navigate to Settings > Users and Permissions. Find each team member in the list of users and click the pencil symbol at the far right of each row to set the manager for each team member.

Once this is set for all team members, you can filter to a specific managers team throughout Staircase.

Using the dropdown under the 'Role' column of the Users and Permissions view, select a role type for each active Staircase user.

Users will only see the customer accounts they own, their own communications, and anything they were cc'ed on. The rest of communications will show as 'private'.

Users will not be able to see the Team Stats report on other team members.

They will also not have access to the users & permissions, configurations or integrations settings pages.

Managers will see all communications and team stats view for all team members but will not have access to the users & permissions, configurations or integrations settings pages.

Admin users will see all communications and all settings pages.