Who is a staff member?
How do I invite a staff member?

Who is a staff member?

A Staff Member is a user role on zistemo which has limited access to your account.
A “Staff Member” user will have access to the following data:

Dashboard
– available graphs: Invoices sent, Estimates sent, Hours billed (own data), Active projects (the projects where the Team-Member is assigned to and the own unbilled hours), Open Requests (own data), Total hours (own data), Requests (own data), Missing documentation (own data)

Contacts
– Clients – can only see clients list & can’t see financial data on client overview

Purchases
– Purchase Orders (Order Request, Purchase Order) – can create, read, update and delete only own order requests; can read and delete only own purchase orders
– Expenses (Expenses, Recurring Expenses) – can see, create, update and delete only own Expenses
– Mileage Tracking – can see, create, update and delete only own Mileages

Time & Projects
– Projects – can see assigned Projects (where he is a member)
– Time Tracking – can see, create, update and delete only own Timesheets
– Attendance – can see only own data
– Abesence Calendar – can create, read, update and delete only own data

Reporting
– Time Tracking Reports: Timesheet Details, Absenteeism Report, Project Hours, User Presence
– Attendance Report: Absence Report, Attendance Report (own data)

Profile Settings
– can see and update only own profile settings

Import
– can import Expenses

Integrations
– Shoeboxed, Expensify, Asana

How do I invite a staff member?

To invite the staff members to your account go to Contacts ➝ Staff ➝ Add Staff ➝ enter data and choose role ‘Team Member’.

After clicking ‘Save Staff’ the staff member will receive an email invitation to their profile.