Adding a new client manager user
Ticketclosed
Duddingston Payroll · Adding a new client manager user
Euan Drummond asked on 12 Sep 2025 how to add a client manager with the same access as the team. Olivia Grant asked which role was needed, and Euan confirmed the standard client manager role on 16 Sep 2025.
What happened
What this says
As at Fri 9 Oct 2026Euan Drummond asked on 12 Sep 2025 how to add a client manager with the same access as the team. Olivia Grant asked which role was needed, and Euan confirmed the standard client manager role on 16 Sep 2025.
Problem: Euan Drummond, Payroll Systems Manager, needed to add a new client manager to the account with the same access as the rest of the team.
Handling: Olivia Grant asked whether the person needed admin rights and offered to send the steps once the role was known. Euan confirmed the standard role on 16 Sep 2025.
Watch: The ticket was solved on 2 Oct 2025 and closed on 6 Oct 2025, but the record does not show that the steps were sent. The first response took 346 minutes, and the record gives no priority that maps to a service level.
Details
Updated 9 Oct 26Trail
created · Euan Drummond 12 Sep 2025 08:05Hello, a new client manager is joining us and I need to add them to the account with the same access as the others on our team. I can't find where to set that up. Could you point me to the right place and let me know which role they should have? Thanks, Euan Drummond, Payroll Systems Manager- Public reply · Olivia Grant 12 Sep 2025 13:51Hi Euan, thanks for the message. I've picked this up. Is the new person a client manager with the standard role, or do they need admin rights too? Once I know, I can send you the steps for adding them. Olivia
- Public reply · Euan Drummond 16 Sep 2025 10:31Hi Olivia, standard client manager role, same as the others. Thanks for your patience on this. Euan
- Status change · 6 Oct 2025 23:59