Team, Roles, and Staff Scheduling

Team and Role Overview

Understand staff users, roles, permissions, location scope, invitations, PINs, and disabled accounts.

Updated 4 months ago

Invite or Create a Staff User

Invite a teammate, set their role and location access, and manage pending or disabled staff accounts.

Updated 4 months ago

Assign and Edit Roles

Create roles from templates, edit permissions, set default location access, and assign roles to staff.

Updated 4 months ago

Choose the Right Role for Each Staff Member

Choose staff roles using least privilege, location scope, and the work each person actually performs.

Updated 4 months ago