How to manage staff and team members

How to manage staff and team members

Managing Team Members is simple:

Step-by-step:

1. Access Team Members from the welcome screen or navigation menu, this will take you to the Team Member Management page 
   
2. From the team member page, click add team member
   
3. Enter their name and email and assign them with a role / access level
   
4. Click the Add button, and they will be sent an email with link to set their password and login
   

1. After a team member has been created, clicking their name will open an edit screen where their name and access level can be modified.  
   
2. Clicking the ••• menu next to their name provides an option to edit, reset their permissions or delete.
   

Once a team member has been added, you will then have the option to assign them to individual forms or locations. If a team member is assigned to individual form(s), they will only see submissions for the forms they are assigned to.

Feature	Super Administrator & Account Owner	Administrator	Marketing Manager	Check-in Staff
Billing & Account Settings	✅
Location Management & Assignment	✅
System Defaults	✅	✅
Team Member Management	✅	✅
Form Management	✅	✅	✅
Client Data & PDF Export	✅	✅	✅
Integrations	✅	✅	✅
Waiver Check-in	✅	✅	✅	✅
Events Management	✅	✅	✅	✅
Reservation Management	✅	✅	✅	✅
Contact Management	✅	✅	✅	✅

* Check-in Staff cannot delete completed waivers or contacts.