As an owner, you can grant certain permissions to your staff members by going to your left menu and clicking the Staff tab.
You’ll then be taken to the Staff Management page, where you can view all active staff members by default, their access type, and three available actions to manage their permissions.
You can resend an email invite for a staff member to confirm their email by clicking the Mail icon.
You can completely disable a staff member's access by clicking on the Revoke Access button.
You can view more of a staff member’s details by clicking the View button.
View Icon: Managing Staff Member Access and Details
Clicking the View icon beside a staff member's name will take you to their Staff Management Page, where you can manage individual access and review important details. This page is divided into four key tabs:
1. Profile
This tab allows owners to view and edit the personal information of the selected staff member, such as their name, phone number, and email address. After making any updates, simply click the Update button to save your changes.
Pro Tip: Providing complete and accurate information makes it easier to search for staff members in the system.
2. Access
The Access tab is where you define the permissions and role of each staff member. Here, you can assign their User Type and customize their User Privileges.
User Types:
Owner: Full access, including Billing, Numbers, Staff, Merchant Status, Merchant Application, Settings, and Taxes.
Manager: Access to Billing, Numbers, and Staff, but restricted from Merchant Status, Merchant Application, Settings, and Taxes.
Staff: No access to Billing, Numbers, Merchant Status, Merchant Application, Settings, Taxes, or Staff management.
Trainer: Same access level as Staff.
User Privileges:
You can toggle access to specific features such as Messaging, Campaigns, Contact Activity Profile, and Billing Privileges using the on/off switches. After making changes, click Update User Privilege to save.
Note: Even if a staff member is assigned the Owner type access, you can still customize their privileges using the User Privileges section.
You may also update Staff member's Password under this tab.
3. Activity
This tab provides a record of actions taken by the selected staff member. You can sort, filter, or export the activity log as an Excel file.
4. Logging
Under the Logging tab, owners can track the login history of the staff member, providing insight into account access and usage over time.
Granted Permissions
Merchant Status - shows the status of the Merchant Application; it should show Manually Approved.
Merchant Applicant - access to the Merchant Application form.
Manage Taxes - this enables to addition of taxes on Memberships and POS.
Billing Settings - enables modification of settings for Billing Management.
Taking the time to properly configure staff profiles, roles, and privileges ensures smoother day-to-day operations and keeps your team aligned with your business goals. As your team grows, revisiting this section regularly will help maintain a well-structured and secure environment.