Staff
The Staff page is where you will manage your Admin and Staff users
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The Staff page is where you will manage your Admin and Staff users
Last updated
Was this helpful?
Click + Add New
Add user details in the Information tab
Set user permissions in the Permissions tab
Click Submit
To add multiple users at once you can use our Upload CSV feature
Click the ellipses button next to the Add New button
Click Upload CSV
Click Invite
Either use the Invite with email option to invite multiple users at once or use the Invite with link option to send an individual link to a staff member
Invite with email: enter multiple email addresses separated by commas into the text box and click Submit
Invite with link: click Create link, click Copy link and send to your staff member
When a user is invited, they will be instructed to set their basic details (name, username and password). The created user defaults to the Staff role. Any permissions that need to be set for the user will have to be set after their account is created
In the Active tab, click the ellipses on the right side of the table for the corresponding user
Click Edit
Make any necessary changes to the user
Click Save
In the Active tab, click the ellipses on the right side of the table for the corresponding user
Click Reset Password
Either use the Reset via Email option or the Manual Reset option
Reset via Email: sends an email with a link to the user to reset their password
Manual Reset: sets a temporary password for the user which will be required to be changed once they log in
In the Active tab, click the ellipses on the right side of the table for the corresponding user
Click Mark for Deletion
In the Marked for Deletion tab, click the ellipses on the right side of the table for the corresponding user
Click Delete Permanently
If you need to delete all users marked for deletion click the red Delete All Permanently button
If you need to export a spreadsheet of all your staff you can do this with our Download CSV feature
Click the ellipses button next to the Add New button
Click Download CSV
This will take you to our Upload CSV page. For more information on the Upload CSV page read our guide
