Staff Members

Overview

Staff members are used to allow multiple users have access to your system and can be used to give different levels of access to each staff member.

Standard package comes with 2 staff member accounts. Extra staff member accounts can be purchased in the "My Account" section.

To sign in to a staff account:

In username enter main account username followed by a \ and then the staff members username.

To add a new staff member:

Open to Settings -> Staff lists -> Staff Members

Click "Add New Staff Member" button

Enter Staff Details

Username: (required) Used for staff member to sign in.
Email: (required) Email address of staff member.
Active: When checked the staff member will be able to sign into their account, when left unchecked the staff member won't be able to sign in.
Staff Roles: Staff roles are used to manage staff members access levels. Tick the check boxes for roles you want this staff member to have access to. Staff members can have multiple roles and when no role is ticked the staff member will have no access.

When you hit save, the new staff member will be added and an email will be sent to the staff members email address for them to set up their password.

To edit staff details:

Open to Settings -> Staff lists -> Staff Members

Select the Edit icon on the user you want to edit

Update Staff Details

Username: (required) Used for staff member to sign in.
Email: (required) Email address of staff member.
Active: When checked the staff member will be able to sign into their account, when left unchecked the staff member won't be able to sign in.
Staff Roles: Staff roles are used to manage staff members access levels. Tick the check boxes for roles you want this staff member to have access to. Staff members can have multiple roles and when no role is ticked the staff member will have no access.

When you hit save, the staff member will be updated and any staff role changes will take immediate effect.

To edit staff details:

Open to Settings -> Staff lists -> Staff Members

Select the Send Link icon on the user you want to reset password for

An email will be sent to the staff members email address allowing them to set a new password.