1. What is this?

The My Staff section in GoCSM is where you manage the team members who have access to your account. Whether you're adding a Customer Success Manager, assigning permissions, or updating roles, this is where it all happens.

2. What You Can Do Here:

➕ Add Team Members

Invite new users by email and assign them roles.

👤 Assign Roles

Choose what each user can access based on their responsibilities (Admin, User, etc.).

🔒 Set Permissions

Limit visibility or access to specific tools inside GoCSM.

❌ Remove/Deactivate Staff

Remove users who no longer need access or deactivate temporarily.

3. Tips

• Only Admins can add or remove users.

• It’s a good idea to give your Success Managers access to Contacts, Conversations, Success Center, and Automations for smoother customer handling.

• You can also assign calendar availability for Success Sessions from here.

4. Note

• You cannot exclude users from accessing GoCSM features within your account. Limitations only apply to HighLevel-related features and tabs.