Setting up your Users

Perspective allows you to set up staff members in the account at any time via the Settings area of the system. However, when you first sign up to Perspective, our Support Team will load your staff in for you, saving you the hassle!

When your account is upgraded, you will receive a Welcome to Perspective! email from perspectivesupport@angelsolutions.co.uk. The email contains some instructions on adding staff, booking training and uploading your logo.

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Click the link within step 1 of the email to download the template. The file looks like this:

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Populate the list with your staff information (remember to remove Mickey Mouse!) and return it to perspectivesupport@angelsolutions.co.uk.

Our Support Team will do the rest and respond to your email once your staff are up and running.

For steps on adding individual staff into the system, check out this help guide.