Manage staff and team access

Staff are extra people who can sign in and help run your agency, like a manager who handles the roster or a receptionist who answers calls. The owner stays the only billing and legal contact. Only owners and managers can change staff or roles.

Invite a team member

1. Open Staff from the sidebar.
2. Click Invite Staff.
3. Enter their Full Name and Email Address.
4. Pick a Role: Manager, Receptionist, or Escort.
5. Click Send Invitation.

They get an email with a signup link. When they click it they create their account and land in your agency dashboard with the role you picked. Owner cannot be assigned at invite time.

Change a member's role

1. Find the member's card on the Staff page.
2. Click their role badge next to Role.
3. Pick a new role in the Change User Role dialog (Owner, Manager, Receptionist, or Escort).
4. Click Update Role.

The Make Manager and Make Receptionist buttons on each card do the same thing in one click. The owner role cannot be changed from this page.

Remove a team member

1. Find the member's card.
2. Click the red trash icon.
3. Confirm in the Remove Staff Member dialog.

Resend or cancel a pending invite

Pending invites show a pending badge. Click Resend to send the email again, or click the red trash icon and confirm Cancel Invitationto revoke it.