Hamlet Support Docs
  • Welcome to Hamlet Knowledge Base
  • Getting started
    • Location set up
    • Inventory set up
      • Inventory terminology and organisation
      • Offices
      • Products & Services
    • Customer portal set up
    • Email template set up
  • Customer management
    • Terminology
    • Adding a new customer
    • Onboarding new customers
    • Adding team members
    • Changing the status of a customers account
    • Day pass Check-ins
    • Updating/Changing a customers billing name
  • Leads
    • Leads management
  • Billing
    • Payment methods
    • Sending invoices to review prior to billing date
    • Paying for items in advance
    • Paying overdue invoices
    • Adding items and charging
    • Adding descriptions for items
    • Service Categories
    • Adding another contact to receive invoices
  • Bookings
    • Tentative bookings for external customers
    • Extending or changing bookings
  • Inventory management
    • Adding Private & Extra desks to offices
  • Features
    • Notes
    • How integration with Integrapay/XERO works
  • FAQ
    • Adding Staff members to Hamlet
  • Go live procedures
    • Preparing a location for Hamlet Go Live
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  1. Customer management

Adding team members

  1. Navigate to the Customer profile for the company/business.

  2. Click on the Details tab.

  3. Click on the Team tab.

  4. Click Add new button.

  5. Enter the Team Members: Name (first, last)

    Work email address Note: Click the + to add more than 1 team member.

  6. Once all members details are input, click add.

This will create personal profiles for each respective Team Member and are all now ready to use.

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Last updated 5 years ago

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