Staff & Roles
9 questions about getting started.
Watch the walkthrough
A full walkthrough of Staff & Roles in Wizlo, recorded end to end so you can see the whole flow in context — not just isolated screenshots.
It covers 9 topics, including "How do I finish setting up my account after being invited?", "Why must I sign agreements (BAA, confidentiality) before starting?", "What is the License & DEA step and why don't I see it?", and 6 more.
Watch it straight through for the full picture, or jump to the written steps and screenshots for any topic in the list below.
Each topic below also has its own detailed write-up and screenshots, so use whichever format — video or text — fits how you like to learn.
9 questions
- How do I resend an invite, deactivate, or delete a staff member?
- How do I add / invite a staff member?
- Why can't I delete a role?
- How do permissions work?
- How do I create a new role?
- What roles exist in Wizlo?
- What is the License & DEA step and why don't I see it?
- Why must I sign agreements (BAA, confidentiality) before starting?
- How do I finish setting up my account after being invited?