1. Help Center
  2. Self-Serve Onboarding
  3. NextRequest Testing Guide for Self Serve Onboarding

Task 3: Add another member of your team as support staff

Note: If you're on a single-user portal, go ahead and skip this task and move on to Task 4.

You can ask other people to assist you with fulfilling a request and in some cases you may be asked to help with requests that somebody else is responsible for. In this task you’ll add another user as Support Staff who will also be on the request and can help as needed. To do so follow these steps:

  1. Scroll down until you see the ‘Staff’ section in the bottom left
  2. Click the + button under the label Support
  3. Select another user from the drop-down menu
  4. (Optional) Add a message for the new user
  5. Click the ‘Save’ button

Click here to continue to Task 4.