Staff settings
How to add Staff Member dialog
Add Staff opens a centered dialog titled Add Staff Member. First Name and Email Address are required. Last Name is optional. Select Role lists every saved role and defaults to Admin when no other roles exist. Create Staff sends an invitation email with a password setup link. Cancel Create closes without saving.
Add Staff opens a centered dialog titled Add Staff Member. First Name and Email Address are required. Last Name is optional. Select Role lists every saved role and defaults to Admin when no other roles exist. Create Staff sends an invitation email with a password setup link. Cancel Create closes without saving.
Add Staff Member dialog
Add Staff opens a centered dialog titled Add Staff Member. First Name and Email Address are required. Last Name is optional. Select Role lists every saved role and defaults to Admin when no other roles exist. Create Staff sends an invitation email with a password setup link. Cancel Create closes without saving.
- The new person is tied to the currently selected location.
- If the invitation email cannot be delivered, the staff record is still created and you can resend the link from the actions menu.
- If the plan has no seats left, Create Staff stays disabled and the button explains the seat limit.
Tips
- Create roles before inviting staff so each new person starts with the right access instead of inheriting Admin.
- Link staff to the items they actually run, then choose an assignment rule — auto-assign only considers people checked on Assign Items.
- Prefer Set Inactive over Delete User if someone might return, so history and assignment links stay intact.