Invite staff and manage roles
Give each person the access and service links they need without sharing sign-ins.
Each staff member should use their own account. Roles control what they can view or manage, while service links control what clients can book with them.
In the app Staff manages people and service links; Roles manages reusable permission sets.
Open Staff and tap the plus button.
Enter the name and email, choose whether to send an invite, then add the staff member.
Open the staff member to assign a role and link the services they can perform.
Use Roles if the owner needs a custom role. Name it and enable only the read or manage permissions the person needs.
Return to Staff to change a role, resend an invite or archive someone who no longer works with the business.
In the portal Use Staff for membership and Roles for permission templates.
Open Staff, enter the person name and email, and choose whether to email an invite.
Select the person from Team, assign their role and save it.
Link the services they provide and select Save services.
Owners can open Roles to create or edit a role and choose read or manage access by area.
Use Resend invite for a pending invitation or Archive for a person who should no longer appear.
Access rules to remember
- Read permission shows an area; manage permission allows changes.
- The owner role has protected access and is not replaced by a custom role.
- A staff member can have diary access without permission to manage payments or business settings.