How to add a staff member

Documentation Index

Fetch the complete documentation index at: https://help.maestra.io/llms.txt

Use this file to discover all available pages before exploring further.

1. Go to Settings → Security → Users.

2. Click Create user.

3. Fill in the new user’s profile.

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Basic settings

• Username — Latin characters only. Required.
• Email — we’ll send a password setup link here. Required. If the email doesn’t arrive within 10 minutes, ask them to use the password recovery flow.
• Mobile number — optional, but required if you want them to use SMS-based two-factor authentication.
• Comment — usually the person’s role (for example, “Email Marketing Manager”). Required.
• Language — interface language.
• Date & time format — how dates and times display for this user (12-hour or 24-hour).
• Account is active until — set an expiration date for contractors or seasonal staff. The account is blocked automatically on that date.
• Provide access to support chat — enables the in-platform support chat for this user. Billable once more than five users on your account have it.
• Name and Last name — optional.

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Accesses

• Allowed brands — keep All brands or switch to Selective to limit the user to specific brands.
• Allowed folders — keep All folders or switch to Selective to limit the user to specific folders.

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Permissions

• Permission group — a bundle of permissions. Pick a built-in group (like Marketers or Analysts) or a custom one you’ve created. To assign a group, you either need to be a member of it yourself or hold every permission it contains.
• Additional permissions — extra rights on top of the group. You can only grant permissions you have yourself.

4. Click Save.