Give a colleague access to Orlo

There is no separate staff list. A member of your team is a client record with permissions ticked on it, so this starts where every client starts.

1. Open Clients in the sidebar and find the person. Add them as a client first if they are not there yet.
2. Open the actions menu on their row and choose Edit permissions.
3. Tick what they need. Each group of permissions has a select-all box.
4. Save.

Two of them are worth knowing before you tick anything. Access staff dashboard is what lets someone into the staff side at all — without it the rest do nothing. Super user grants everything, including other people’s permissions.

Permissions decide what appears in the sidebar, so someone who cannot see a section has not lost it, they have not been given it.