Staff settings

How to staff actions menu

The gear on each roster row opens a menu of account actions. These do not open the full profile editor; they act immediately or open a confirmation dialog.

Staff actions menu

The gear on each roster row opens a menu of account actions. These do not open the full profile editor; they act immediately or open a confirmation dialog.

Resend Invitation Link sends another password-setup email to invited or existing staff.
Send Password Reset Email lets an existing user set a new password.
Set Inactive / Set Active toggles whether the person can log in.
Edit opens the same staff detail panel as clicking the row.
Delete User (Remove Access) opens a confirmation dialog before removing login access.

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.