Adding Staff Members — Training Portal

When a new team member joins, create their account so they can log into the system with their own credentials.

Creating a Staff Account

Go to Settings → Staff
Navigate to the Staff Management area from the sidebar.
Click + Add Staff
Open the new staff member form.
Enter Their Information
Fill in: Full name, Email (used for login), and Phone.
Assign a Role
Select their role: Front Desk, Staff, Manager, or Admin. This controls what they can see and do.
Assign Location(s)
Select which location(s) they can access.
Set Initial Password
Create a temporary password or use the "Send Invite" option to let them set their own.
Save
Click Create Account. If you chose "Send Invite," they'll receive an email to set their password.

Use "Send Invite." It's more secure than setting a password yourself — the staff member creates their own password from the start.

When someone leaves the team, deactivate their account instead of deleting it. This preserves their activity history:

Find the Staff Member
Go to Settings → Staff and find their account.
Click Deactivate
Their account is disabled immediately — they can no longer log in. Their historical data (tasks, payments processed, etc.) remains intact.

Deactivate departing staff immediately. When someone leaves, disable their access the same day to protect your business data.

Action	How
Add staff	Settings → Staff → + Add Staff
Deactivate	Staff list → select member → Deactivate
Reactivate	Staff list → show inactive → Reactivate