How to manage staff and team members
Managing Team Members is simple:
Step-by-step:
- Select Team Members from the welcome screen or menu, this will take you to the team management page
- From the team member page, click add member, enter their name and email and then select their role and access level
- Click Add Team Member, enter their name and email, and they'll get a link to set their password and login.
That's all there is to it!
There are 3 roles available to pick from: Administrator, Manager or Waiver Hub Only
Administrators: | Full Access to all functions except billing |
Managers: | Have access to create waivers, export data and manage clients. Cannot add or delete team members or access system settings |
Waiver Hub Only: | Can check-in waivers using Waiver Hub and create & manage appointments. Cannot delete waivers or contacts |
Video:
Related Articles
How manage your plan and pricing
Account Owners and Super Administrators can access billing information to update an expired credit card, view outstanding balance, change your plan or pause your account by logging into your account at https://ewaiverpro.app, clicking on the avatar ...How can the booker, or a group organizer, send waivers to other members of a group
If you only have the email address for the booker, primary guest, or group organizer, they will see an option to forward the waiver link(s) directly to the other guests in their group. Forwarding options include: Email SMS WhatsApp Facebook Messenger ...How to create an account
If you already have an eWaiverPro account, and want to create accounts for your employees or team members: Log into your account at https://ewaiverpro.app Open Team Members Click Add Team Member button Enter their Name, Email and assign them a Role ...How to view completed waivers
Viewing completed waivers is done from the centralized Waiver Hub Dashboard; https://ewaiverpro.app/dashboard All team members in your account have access to the Waiver Hub Dashboard. In the Waiver Hub, there are options to customize your view: Date ...How do I create a new waiver form?
Creating new waiver forms is simple and just takes a couple of minutes. Head over to Forms Manager from the welcome screen or the menu Click the create a new waiver button From the popup window, give your waiver form a nickname and then click create ...