The Console gives each person an account connected to their responsibilities. This helps staff find the work and information relevant to them while allowing managers and administrators to coordinate activity across the business.

Access is shaped by your company’s permissions, departments, teams and working locations. As those details change, an authorised administrator can update an account to reflect the person’s current role.

Understand the different accounts

Account	Who uses it	What it is for
Master Console account	The person responsible for your company’s initial access	Authenticates company access and supports the initial setup of the workspace.
Administrator account	Authorised staff who manage part or all of the company setup	Creates and manages staff accounts, assignments and access within the authority given to them.
Staff account	An individual employee or technician	Lets the person sign in, see relevant information and carry out their assigned work.
Marketplace account	An eligible business with marketplace access	Provides access to applicable trading activity after the required checks; it is separate from general Console access.

The number of staff accounts available to your company depends on its licence. Each person should have their own sign-in so work and updates can be attributed to the right individual.

Connect people to their responsibilities

When an account is created, the person can be assigned to a department, team and working location. Their role and permissions determine the areas of the Console they can access and the actions they can take.

A technician may need to see and update assigned production work. A project manager may need to coordinate tasks and review deadlines across a team. Finance staff may work with transactions and budgets, while a sales team may focus on customers and opportunities. Some leaders and administrators may need a broader view.

A person’s team and location describe where they fit into your operation. Their permissions determine what they are allowed to see and do. Both should be reviewed when someone takes on a new responsibility.

Get work to the right people

When work is assigned, the Console makes it available to the people responsible for it. A task may be directed to an individual technician, a team or a manager who needs to coordinate the next stage.

This helps staff focus on the work they need to carry out while giving managers a view of assignments and progress. The quality of those assignments depends on keeping staff roles, teams and locations up to date.

Share decisions and sign-offs

Not every person involved in a job has the same responsibility. One person may carry out the work, another may review it, and an authorised person may need to approve or sign off a stage before it moves forward.

The Console helps make these responsibilities visible to the appropriate people. When setting up your team, consider who should be able to create work, who should receive it, who should review it and who has authority to approve it. This is particularly useful when work crosses departments or locations.

Stay informed through notifications

Notifications draw attention to activity that may need a person’s review or action. Depending on their role and the areas they use, staff may receive updates about:

Type of update	What it helps someone notice
Assigned work	A new task or responsibility that needs their attention.
Changes to work	An update to work they are involved in, such as a change in status or timing.
Reviews and sign-offs	An item waiting for their decision or confirmation.
Messages and collaboration	Communication relevant to their work.
Deadlines and exceptions	Work that is approaching a deadline or needs attention because something has changed.

The notifications a person sees depend on their access and involvement. Encourage team members to review them regularly, then open the relevant work to see the full context before taking action.

Keep access current

Review accounts when people join, move teams, change location or take on new responsibilities. Check both their permissions and their work assignments: a person may have access to an area but still need to be placed in the correct team to receive the right work.

When someone leaves your company, remove their access promptly and make sure any outstanding responsibilities are reassigned. Keeping accounts current helps the Console show the right work to the right people and keeps decisions with those authorised to make them.