Team, Roles, and Staff Scheduling

Team and Role Overview

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

Updated 11 days ago

Invite or Create a Staff User

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

Updated 11 days ago

Assign and Edit Roles

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

Updated 11 days 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 11 days ago