The staff management page lets you invite team members, assign roles with granular permissions, manage certifications, and define skills -- all from a single view. Navigate to Admin > Staff in the sidebar.
Page tabs
| Tab | Purpose |
|---|---|
| Staff | View, add, edit, and delete staff accounts |
| Certifications | Assign and track certifications with expiration dates |
| Certification Types | Define the types of certifications your organization uses |
| Skills | Manage the global skill tag library assigned to staff |
Adding staff
- Click + Add Staff in the top-right corner.
- Enter the staff member's full name and email address.
- Select a role -- Admin or Standard.
- Assign one or more locations using the location dropdown. Each selected location appears as a chip.
- Select applicable skills from the skill chip list.
- Configure permissions by toggling individual permission chips (Standard role only -- Admin automatically receives all permissions).
- Optionally configure hidden sidebar items to limit the navigation a staff member sees.
- Click Add User.
An invitation email is sent automatically. The staff member must complete the invitation to activate their account.
Copy settings from another user
When adding a new staff member, you can copy the role, permissions, locations, skills, and view settings from an existing user. Select a user from the Copy settings from user dropdown at the top of the Add Staff dialog.
CSV import
Click Import CSV to bulk-create staff accounts from a CSV file. The importer recognizes the following column headers:
| Column | Required | Notes |
|---|---|---|
| Yes | Must be a valid email address | |
| First Name | No | Combined with Last Name for the display name |
| Last Name | No | Combined with First Name |
| Permission Level | No | "manager" or "admin" maps to Admin role; everything else maps to Standard |
| Location | No | Matched against your location names (falls back to first location) |
| Role Name | No | Passed as a skill tag |
Duplicate emails are automatically skipped. The system reports how many were created, skipped, or failed.
Roles
| Role | Access level |
|---|---|
| Admin | Full access to all features, settings, and data across all assigned locations. All permissions are automatically granted and cannot be individually toggled. |
| Standard | Limited access based on individually assigned permissions. Each permission can be enabled or disabled independently. |
Permissions
Permissions are organized into groups. You can toggle an entire group at once using the Select All / Deselect All button next to each group header. The groups are:
| Group | Permissions |
|---|---|
| Inventory | Access, add, delete, edit pricing |
| Point of Sale | Add/delete/edit inventory, add transactions, access POS |
| POS Accounts | View summary, add/edit/delete transactions, manage debt, manage terminals, access cashout, access reporting |
| Text Templates | Access, add, edit, delete |
| Email Templates | Access, add, edit, delete |
| Bookings | Access, manual payment, edit, delete, force, check in/out, download, deposit, revoke, collect extra |
| Calendar | Access, edit |
| Customers | Access, add, edit, delete |
| Reports | Access, export |
| Marketing | Access promotions, gift cards, bundles |
| Staff | Access, add, edit, delete |
| Settings | Access location and account settings |
Hidden sidebar items
You can hide specific sidebar navigation items for a staff member. This is separate from permissions -- it controls what the user sees in the navigation, not what they can access via direct URL. Items are grouped by product area and toggled individually or in bulk.
Editing staff
Click the edit icon on any staff row to open the Update Staff dialog. You can change the name, email, role, locations, skills, permissions, and view settings. Click Save to apply changes.
Activity audit
Click the history icon on any staff row to open the Activity Log modal. The audit log shows:
- Total requests -- lifetime count of API calls made by the user
- First activity and Last activity dates
- Request log -- each entry shows the HTTP method (color-coded), endpoint path, timestamp, response status code, response time in milliseconds, IP address, and kiosk staff name (if applicable)
Pagination controls allow you to browse through large activity logs at 10, 25, 50, or 100 entries per page.
Certifications
The Certifications tab displays all certifications assigned to staff members. You can filter by staff member, certification type, and status (active, expiring soon, expired, revoked).
Certification statuses
| Status | Criteria |
|---|---|
| Active | No expiry date, or expiry more than 30 days away |
| Expiring Soon | Expiry date within 30 days |
| Expired | Expiry date has passed |
| Revoked | Manually revoked by an administrator |
The staff table shows certification counts inline -- an active count and a warning count for expiring or expired certifications. Clicking the certification count navigates to the Certifications tab filtered to that staff member.
Adding a certification
- Click + Add Certification.
- Select the staff member and certification type.
- Enter the issued date and expiry date.
- Click Save.
Skills
The Skills tab manages the global list of skill tags available when adding or editing staff. Skills are freeform text labels (stored lowercase). Type a skill name and press Enter or click Add Skill to create a new tag. Click the delete icon on any skill chip to remove it from the library.
Resending invitations
If a staff member did not receive or complete their invitation, click the email icon on their row to resend the invitation.
Deleting staff
Click the delete icon on a staff row and confirm the deletion. You cannot delete your own account.
User limits
Your plan has a maximum number of staff accounts (shown as a count next to the staff total, e.g., "5/10"). When you reach the limit, the + Add Staff button is disabled. Upgrade your plan or remove inactive users to make room.
Follow the principle of least privilege -- give staff members only the permissions they need. Use the copy-from-user feature when onboarding multiple staff with the same role. The activity audit helps you investigate issues and verify that staff are performing the correct actions.
Staff member cannot log in -- Make sure they completed the invitation process. Try resending the invitation from their row.
Missing features for a staff member -- Check their permission settings and hidden sidebar items. Standard role users only see features they have been explicitly granted access to.
Reached user limit -- Your plan has a maximum number of staff accounts. Upgrade your plan or remove inactive users to make room.
Invitation email not received -- Check the spam folder. Verify the email address is correct in the staff profile.
CSV import skipped users -- Duplicate emails are silently skipped. Rows without a valid email address are also skipped.