How To: Add Staff
Create staff accounts so your team members can help manage orders and operations at your venue.
Introduction
Adding staff members allows you to delegate tasks and have multiple people managing your venue. Each staff member gets their own login and can help process orders, update inventory, and assist customers.
Prerequisites
You must be logged in with an Owner or Manager role
Have the staff member's information ready (name, email, phone number)
Optionally, have a profile photo ready to upload
Step-by-Step Instructions
Navigate to the Staff Page
Click the Staff link in the left sidebar navigation menu. [Screenshot: Left sidebar with Staff menu item highlighted]
You'll see the staff statistics dashboard showing your team breakdown and any existing staff members. [Screenshot: Staff page showing statistics and existing staff or empty state]
Open the Create Staff Form
Scroll down to the staff list section.
Click the Add new staff button in the top right corner. [Screenshot: Staff page with "Add new staff" button highlighted]
A side panel will slide in from the right with the staff creation form. [Screenshot: Staff creation form side panel open]
Upload a Profile Photo (Optional)
Click on the circular profile image placeholder at the top of the form. [Screenshot: Profile image placeholder with camera icon overlay]
Select an image file from your device.
The profile photo preview will appear once uploaded. [Screenshot: Uploaded profile photo preview]
Tip: Profile photos help personalize the experience and make it easier to identify team members, especially in larger teams.
Enter Staff Personal Information
In the First Name field, enter the staff member's first name (e.g., "Adwoa"). [Screenshot: First Name field filled in]
In the Last Name field, enter their last name (e.g., "Mansah"). [Screenshot: Last Name field filled in]
In the Email field, enter their email address (e.g., "[email protected]"). [Screenshot: Email field filled in]
Important: The email address must be unique and will be used for the staff member's login credentials.
In the Phone Number field, enter their contact number (e.g., "024 491 4914"). [Screenshot: Phone Number field filled in]
Assign Staff Role
Click the Type of Staff dropdown menu. [Screenshot: Type of Staff dropdown]
Select Staff from the options. [Screenshot: Dropdown showing Staff option selected]
Note: Currently, only the "Staff" role can be created through this form. Owner and Manager roles are assigned through different processes for security reasons.
Create the Staff Account
Review all the information you've entered for accuracy.
Click the Create Staff button at the bottom of the form. [Screenshot: Create Staff button highlighted]
The system will process your request. You'll see a loading indicator while the staff account is being created. [Screenshot: Loading state on create button]
Once successful, you'll see a notification: "Staff Creation Status: Success! You have successfully created a new staff!" [Screenshot: Success notification toast]
The new staff member will now appear in the staff grid. [Screenshot: Staff grid showing the newly added staff member card]
Share Login Credentials with Staff
The system automatically assigns a default password to the new staff account.
Share the following information with your new staff member:
Their email address (which they'll use as their username)
The default password (contact your administrator for this)
The login URL for the admin dashboard
Instruct them to log in and change their password immediately for security.
Important: For security reasons, staff members should change their password after their first login.