1. Make sure the person already has a WordPress user account. 2. Go to WordPress admin > Awedesk > Agents. 3. Add or edit the staff member. 4. Choose the Awedesk role: agent, manager, or admin. 5. Assign the departments this person can handle. 6. Save changes. 7. Ask the staff member to open the staff support page and confirm they can see the right queue. 8. If signatures are enabled, have the staff member review their signature from the support preferences screen.