Staff settings
How to staff tab and roster table
The Staff tab is the team roster. Add Staff opens the invite dialog. The table shows Name, Email, Role, Status, Created, Last login, and Actions. Status can be Active, Invited, or Inactive. Click a row (not the gear) to open that person's detail panel.
The Staff tab is the team roster. Add Staff opens the invite dialog. The table shows Name, Email, Role, Status, Created, Last login, and Actions. Status can be Active, Invited, or Inactive. Click a row (not the gear) to open that person's detail panel.
Staff tab and roster table
The Staff tab is the team roster. Add Staff opens the invite dialog. The table shows Name, Email, Role, Status, Created, Last login, and Actions. Status can be Active, Invited, or Inactive. Click a row (not the gear) to open that person's detail panel.
- Invited means the person was created and sent a setup email but has not completed login yet.
- Active means they can sign in. Inactive means access is paused without deleting the record.
- Last login shows Never until the person has signed in.
- The plan seat summary in the header is the same information used to enable or disable Add Staff.
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.