Staff, roles and organisation
Create a staff account
Use this Pixie CRM guide to create a staff account. It covers the navigation path, key controls and the checks that confirm completion.
Where to goSetup → Staff → New Staff Member
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for create a staff account, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Staff → New Staff Member in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Name and email, Role, Departments, Permissions.
- Then check Language, Active and authentication settings. Use verified information and do not fill optional values with placeholders.
- Complete Create a staff account using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Name and email
Role
Departments
Permissions
Language
Active and authentication settings
Checks before you finish
- Apply least-privilege access.
- Confirm role, department and active status.
- Review sensitive permissions before enabling an account.
- Verify access using the intended role.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.