Staff settings

How to staff detail panel — Details tab

Clicking a roster row opens a right-side panel with the person's name and email. The panel has two tabs: Details and Availability. Details includes Account Information, Role, Assign Items, and Activity & Notifications. Close discards the panel. Save Changes writes every section on both tabs.

Staff detail panel — Details tab

Account Information includes first name, last name, email, confirm email, phone number, and cell number.
Role changes which permission set and role-level notification defaults apply to this user.
Assign Items lists experiences from the items catalog. Checked items are the ones this person can be auto-assigned to.
Notifications Digest can be None, Customer activity only, User activity only, or Customer + user activity.
Notifications Via Email can include new bookings, cancelled bookings, rescheduled/updated bookings, booking requests, and stock alerts.
Notifications Via Text Message can include new, cancelled, and rescheduled/updated bookings.
This user can only view and manage bookings they are assigned to as an Event Owner restricts the bookings they see.
Only send email notifications regarding bookings that are assigned to this user limits email alerts to their assigned bookings.

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.