Adding Staff Members
What this feature does
The Add Staff feature allows you to create accounts for your team members so they can help manage daily operations through the dashboard. When you add a staff member, you create a user account with their contact information, assign them a role, and connect them to your venue. Once added, they can log in and perform tasks based on their assigned permissions.
Who it is for
This feature is designed for business owners and managers who need to bring team members into the system to help with day-to-day operations. Whether you're running a restaurant and need waitstaff to manage orders, operating a hotel with front desk staff handling bookings, or managing a retail store with sales associates processing transactions, this feature helps you build your team within the dashboard.
When to use it
Use the Add Staff feature when:
You're hiring new employees who need access to the dashboard
You want to give existing team members the ability to view and manage orders
You need someone to help handle customer orders during busy periods
You're expanding operations and need additional hands to manage different shifts
You want to delegate specific operational tasks to trusted team members
Key concepts
Staff Account: A user profile created for a team member that includes their name, email, phone number, and optional profile photo. Each staff member gets their own login credentials to access the dashboard.
Default Password: When you create a staff account, the system automatically generates a secure password. Your team member will receive this password and can change it after their first login for security.
Role Assignment: While adding staff, you choose what level of access they'll have. Different roles determine which features and pages they can access within the dashboard.
Venue Assignment: Every staff member is connected to at least one venue. This ensures they only see and manage information relevant to their assigned location, which is especially helpful if you operate multiple venues.
Profile Photo: You can upload an optional photo when creating a staff account. This helps you and your team quickly identify who's who, especially useful for larger teams.
Staff Overview: After creating staff accounts, you'll see them displayed in the Staff page with their name, role, and photo. You can click on any staff member to view or update their details.
If you operate multiple venues, note that staff accounts are assigned to the venue you're viewing when you create them. You can update venue access later through team settings or the staff profile.
How to add a new staff member
A default password is generated when the account is created. You (or the system administrator) must share the login details with the staff member separately. They should change the password after first login.
Common questions
How do I add a new staff member?
Navigate to the Staff page from your dashboard menu and click the "Add new staff" button. Fill in their first name, last name, email address, and phone number. You can also upload a profile photo by clicking on the placeholder image. Select their role from the dropdown menu, add their address if needed, and click "Create Staff." They'll be added to your venue immediately.
What information do I need to add a staff member?
You need their first name, last name, and email address at minimum. Phone number, address, and profile photo are optional but recommended for better record-keeping and communication.
Will my staff member receive their login details automatically?
The staff account is created with a default password set by your system administrator. You'll need to share the login credentials with your staff member separately. They can then log in and change their password in their account settings for security.
Can I add staff members to multiple venues at once?
Currently, when you create a staff account, they're assigned to the venue you're viewing. If you operate multiple venues and need the staff member to access more than one location, you'll need to manage this through the team settings or by updating their profile after creation.
What happens if I make a mistake while adding someone?
You can edit staff member information after creating their account. Simply go to the Staff page, click on the staff member's profile card, and update any details that need correction. You can also delete a staff account if it was created by mistake, though this action is permanent and will remove all their access.