Staff Management

Learn how to manage your team members, assign roles, and control access permissions.

Quick Actions

Staff Roles & Permissions

Administrator

Full access to all business settings and staff management

Manage business settings
Add/remove staff members
Assign roles and permissions
Access financial data
Manage all customer interactions

Manager

Oversee daily operations and staff activities

View business settings
Manage customer interactions
Access reports and analytics
Manage staff schedules
Handle customer support

Staff

Handle day-to-day customer interactions and basic tasks

View assigned tasks
Interact with customers
Access basic features
View own schedule
Submit reports

Management Guides

Adding Staff Members

  1. 1
    Go to Staff Management in your dashboard
  2. 2
    Click 'Add New Staff Member'
  3. 3
    Enter staff member's email address
  4. 4
    Select appropriate role
  5. 5
    Send invitation

Managing Permissions

  1. 1
    Select staff member from list
  2. 2
    Click 'Edit Permissions'
  3. 3
    Adjust role or custom permissions
  4. 4
    Save changes
  5. 5
    Staff member will be notified

Security Best Practices

  • Regularly review staff access levels
  • Update permissions when staff roles change
  • Remove access immediately for departing staff
  • Enable two-factor authentication for all staff accounts
  • Maintain an audit log of permission changes

Need Additional Help?

Contact our support team for assistance with staff management or permission issues.