Add staff

Sunlight has two kinds of users — staff members who work cases and clients whom Sunlight helps you connect with. This article shows you how to add a staff member. (See Add a client.)

How to add a staff member to Sunlight

1. Go to Directory.
2. Start a staff invitation and enter the person's email.
3. Set the role (what they can do in the platform, configured by your org) and permission level: Owner, Admin, or Member.
4. Send the invitation. The employee will receive an email directing them to set up their account; status moves from Pending to Active once they accept.

2 - ⚠️ Adding the staff member to Sunlight does not give them case access. As admin you assign staff to each case from the Team Members section.

Trouble? Contact your case worker or email support@getsunlight.org.