Create a staff account | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/create-a-staff-account
Publisher: Pixie Technologies LLC

Pixie CRM guide
Create a staff account

Add a CRM staff member with personal contact details, role, departments and the intended permissions.

Reviewed 8 November 2026; Current CRM forms; 

Where to go
CRM workspace → Setup → Staff → New staff member

Before you start

- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

- Open Staff in Setup and choose the new-staff action.

- Enter First name, Last name, Email and Phone, then review language and any applicable hourly-rate settings.

- Assign the staff member's Departments and Role. Review the Permissions tab rather than assuming the role is appropriate.

- Review Administrator and Not staff member options carefully. Configure the password and welcome-email option using your organisation's onboarding process.

- Submit, reopen the staff profile and confirm the role, department membership and enabled permissions.

Check the result

- The new staff member has the intended CRM access. CRM staff accounts and My Account panel users are separate access systems.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

Continue with related guidance

Create and manage roles (https://pixiecrm.com/help-centre/create-and-manage-roles)Assign individual staff permissions (https://pixiecrm.com/help-centre/assign-individual-staff-permissions)Browse Staff, roles and organisation (https://pixiecrm.com/help-centre/category/staff-organisation)