Staff - Granting portal access for partner staff members

This article relates to the FlexiTime Partner Portal. You can click here to register your interest in becoming a partner or reach out to our team at partners@flexitime.works for more information. 

As a partner, your staff members can each have their own access to Client accounts. You can view and manage staff members via the Staff tab in your partner portal.

There are 3 different access levels for Partner Staff:

Owner - The Partner Owner will be the user that initially signed up on the Become a Partner page, and has full access to all functions in the Partner Portal. This user is responsible for the payment method for all account subscriptions, and management of the internal Partner Accounts (the FlexiTime accounts for your own business). You can’t add additional Partner Owners, but our support team can help transfer ownership of your partner portal if required.

Admin - Admins can create and edit new Client folders, access all Client accounts, manage Partner Staff, and see subscription details/history. They can’t change payment methods. Admins can be added to the internal Partner Accounts, as required, by the Owner (see below).

Advisor - Advisors are only able to access Client Folders that they have been added to by the Partner Owner or a Partner Admin. They can then add and access any accounts attached to those Client folders as needed. They can be added to the internal Partner Accounts, as required, by the Owner (see below).

To invite a staff member, click Invite Staff Member in the top right. In the pop-up that appears, enter their contact name and email, and select the role that should apply.

Access to Client Accounts

There are a couple of different ways you can manage which Client folders your staff have access to - you can add and remove access via a particular staff member's record, or you can manage all staff access for a particular client's record.

Keep in mind that any staff members who have been set up as Admins can also manage these details for themselves and other staff.

Via Staff

To manage all of the access a particular staff member has, head to the Staff tab and click into the staff member.

You'll see a list of all Clients they currently have access to, and can grant them access to additional Client folders by clicking the + Clients button:

Alternatively, you can remove their access by selecting Delete Client via the three dots to the right:

Via Clients

To view and manage which staff members have access to a particular client, head to the Clients tab and select Manage Client on the client folder you're interested in.

Within the Client folder you can view and manage staff access to that client:

• To add additional staff, click the + Staff button on the left. 
• To remove staff access, select Remove Staff Member via the three dots on the right.
• If the client has multiple accounts, you can manage access to each individual account by selecting Manage Access via the three dots on the right. This will open a pop-up which allows you to toggle access on or off for each of the client's accounts:
  

Access to Internal Partner Accounts

If you'd like any of your staff members to have access to your own internal accounts, head to the Manage Partner tab.

By default, no Partner Staff (either Advisors or Admins) besides the Partner Owner will be able to access the internal Partner accounts and will need to be added manually under the + Staff button in order to grant access.