Everyone who works with you should have their own login, so you always know who did what and can remove one person without touching anyone else.
Add someone
- Click More, then Business, then the Staff tab.
- Under Add a Staff Account, type their name and email, and choose a password of at least 10 characters.
- Choose the Role. Pick Staff for most people. Super Admin has the same full access you do, so use it sparingly.
- Press Add Account, then give them their email and password. They sign in the same way you do.
Change a password, role or permissions
- Find the person under Staff Accounts and click Edit.
- Type a new password (leave it blank to keep the old one), or change the name, email or role.
- For a Staff account you also see ticks for extras like cancelling bookings, editing the gallery or issuing refunds.
- Press Save Changes.
Remove someone
Press the red × beside their name and confirm. They are signed out and cannot get back in.
Good to know
- New staff can mark bookings paid, cancel bookings and change opening hours and closed dates. Reports, downloads, deleting customers, refunds, the gallery, blog, newsletter and birthday messages, and reviews are off until you tick them. See Decide what each staff member can do.
- You cannot remove your own account, and you cannot demote or remove the last Super Admin.
- If someone loses the phone they use for two-step login, press Reset beside their 2-step badge. They can turn it back on afterwards.
If it does not work
- A red message says "Not saved". It tells you why: a missing name, an email that is not valid, a password under 10 characters, or an email that already has a login.
Related: Owner and staff: who can do what and Staff accounts and the time clock.