A Connection was accidentally set up as a Staff Member

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Staff Members

Issue

Instead of inviting your Sub-Contractor as a Connection, they were set up as a Staff Member in Tradify. 

 

Resolution

  1. Head to Settings > Staff Members  and make this Staff Member in active (open the staff member and select Deactivate this Staff Member)
  2. Contact Tradify Support (support@tradifyhq.com) and ask them to update the username to free up their email address as a username
  3. Head to Connections and select Add a Connection

Additional Information

Find more information on adding and using connections in this help article

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