Staff settings
How to how the Staff Settings page is organized
The page title is Staff Settings. A tab bar switches between Roles and Permissions, Staff Assign, and Staff. The right side of the tab bar changes with the selected tab: Create Role appears on Roles and Permissions, while the Staff tab shows how many staff accounts are in use, how many seats remain, and the current plan name.
The page title is Staff Settings. A tab bar switches between Roles and Permissions, Staff Assign, and Staff. The right side of the tab bar changes with the selected tab: Create Role appears on Roles and Permissions, while the Staff tab shows how many staff accounts are in use, how many seats remain, and the current plan name.
How the Staff Settings page is organized
The page title is Staff Settings. A tab bar switches between Roles and Permissions, Staff Assign, and Staff. The right side of the tab bar changes with the selected tab: Create Role appears on Roles and Permissions, while the Staff tab shows how many staff accounts are in use, how many seats remain, and the current plan name.
- Roles and Permissions manages role names, access rights, and role-level notification defaults.
- Staff Assign chooses the automatic assignment rule used when a booking is created without a selected staff member.
- Staff is the roster of people who can log in, including invite, edit, deactivate, and delete actions.
- Seat counts come from the business plan. Add Staff is disabled when no seats are left.
Tips
- Create roles before inviting staff so each new person starts with the right access instead of inheriting Admin.
- Link staff to the items they actually run, then choose an assignment rule — auto-assign only considers people checked on Assign Items.
- Prefer Set Inactive over Delete User if someone might return, so history and assignment links stay intact.