Invite and manage staff

Invite a staff member

1. On the Staff & Permissions page, click Invite Staff.
2. In the Invite Staff Member dialog, enter the person's Email address.
3. Under Roles, select one or more roles (for example Coach, Reception, Manager, Finance, or Owner). Click a role to toggle it on or off.
4. Click Send Invitation. They receive an email to set up their account.

If the email is already linked to a staff member, you'll see a message saying they already have access or are linked to another record.

Change a staff member's roles

1. Click the staff member's row in the table to open the edit drawer.
2. Under Roles, toggle roles on or off. Name and email are read-only here.
3. Click Save Changes.

Check MFA status

The MFA column shows Enabled (green) or Off for each staff member, so you can see who has multi-factor authentication set up.

Activate or deactivate a staff member

Use the Active toggle in each row. Turning it off deactivates the member's access and revokes their live sessions; turning it on restores access.

Staff session timeout

At the top of the page, the Staff session timeout card lets you choose how long staff sessions stay active before requiring a fresh sign-in. Pick a Timeout value and click Save timeout.

Related

• If a staff member is prompted to set up MFA, see Staff forced to set up MFA.