Troubleshoot Staff

Troubleshooting

Problem: I get an error when trying to create a staff account

Solution: The email address might already be in use. Each staff member needs a unique email address. Ask them to provide a different email.

Problem: The staff member can't log in

Solution: Verify they're using the correct email address and default password. Check that they haven't mistyped anything. If problems persist, you may need to reset their password.

Problem: The "Create Staff" button is disabled

Solution: Make sure you've filled in all required fields: First Name, Last Name, Email, and Type of Staff. These fields are mandatory.

Problem: I need to remove a staff member

Solution: Navigate to the staff member's profile card and click the edit icon. From there, you'll have options to deactivate or remove their account.

Problem: Can I change a staff member's role later?

Solution: Yes, click on their profile card and then the edit icon. You'll be able to update their role and other information.

Tips & Notes

Tip: Add staff members before your busy periods. This gives them time to learn the system and get comfortable before handling real orders.

Note: Staff members can only access venues they've been assigned to. If you have multiple venues, remember to assign them to the appropriate location(s).

Tip: Create a training checklist for new staff that covers: logging in, viewing orders, updating order status, processing payments, and handling customer inquiries.

Tip: Schedule a brief training session when adding new staff. Walk them through the dashboard while they're logged in, so they can ask questions in real-time.

Note: The staff statistics chart on the Staff page updates automatically as you add or remove team members. Use this to quickly see your team composition at a glance.

Important: Remind staff members not to share their login credentials with anyone. Each person should have their own account for security and accountability.

Tip: If you have high staff turnover, regularly audit your staff list and deactivate accounts for team members who are no longer with your business.