Use the Staff tab to add, edit, delete, or deactivate staff members, or configure staff member access to Drake Software applications.

Manage Staff

Add Staff Member

To add a new staff member, follow these steps:

1. Click Add Staff, above the list of existing staff members.
   
   

2. Complete the required fields, including the staff member's First Name, Last Name, Email Address.
   
   

3. If you do not want to send an onboarding email, you can toggle off the option Send Onboarding Email.

4. Assign Clients (optional).

5. Click Submit.

The new staff member is created and displayed in the list of all staff members. Note that this only creates an account with the role of "User" in Drake Hub. If this individual should have admin level access to Drake Hub or access to any other application, access must be granted by editing the staff member and selecting additional applications and roles.

Edit Staff Member

To edit an existing staff member, follow these steps:

1. Go to the Staff tab.

2. Locate the staff member in the list.

   • You can also filter or search for staff members in the list.

3. In the Actions column, select the menu and click Manage Staff User.
   
   

4. Staff User Account details are displayed.

5. Click the menu and select Edit Account.
   
   

6. Make changes to their first name, last name, email address, or assigned clients, and click Save.

Delete Staff Member

To delete an existing staff member, follow these steps:

1. Go to the Staff tab.

2. Locate the staff member in the list.

   • You can also filter or search for staff members in the list.

3. In the Actions column, select the menu and click Manage Staff User.
   
   

4. Staff User Account details are displayed.

5. Click the menu and select Delete Account.
   
   

Deactivate Staff Member

To deactivate an existing staff member, follow these steps:

1. Go to the Staff tab.

2. Locate the staff member in the list.

   • You can also filter or search for staff members in the list.

3. In the Actions column, select the menu and click Manage Staff User.
   
   

4. Click the menu and select Change to Inactive.
   
   

Application Access

Configure

To configure their access to Drake Apps, such as Drake Hub and the Drake Software Support Website, follow these steps:

1. Go to the Staff tab.

2. Locate the staff member in the list.

   • You can also filter or search for staff members in the list.

3. Under the Actions column, select the menu and choose Manage Access.
   
   

4. In the Application Access section, click Manage Access.
   
   

5. Select the application from the drop list.
   
   

6. Select the Roles & Permissions for the application (or Select All to allow full access).
   
   

   

   
   

7. Click Submit.

Edit

To edit their access to Drake Apps, such as Drake Hub and the Drake Software Support website, follow these steps:

1. Go to the Staff tab.

2. Locate the staff member in the list.

   • You can also filter or search for staff members in the list.

3. Under the Actions column, select the menu and choose Manage Access.
   
   

4. Existing permissions for each application are shown.

5. Click the Edit Roles icon (pencil) to edit permissions for an application.
   
   

6. Select the Roles & Permissions for the app.
   
   

7. Click Submit.

Revoke

To remove access to a Drake Application, follow these steps:

1. Go to the Staff tab.

2. Locate the staff member in the list.

   • You can also filter or search for staff members in the list.

3. Under the Actions column, select the menu and choose Manage Access.
   
   

4. Existing permissions for each application are shown.

5. Click the Revoke Access icon (trashcan) to revoke access to that application.
   
   

6. A pop-up asks you to confirm your decision. Click Revoke.

Roles

Multi-Factor Authentication (MFA)

See Drake Hub - Multi-Factor Authentication (MFA) Settings.

Passwords and Security Questions

See Drake Hub - Password and Security Questions for details.