Staff and permissions
You can promote a member to staff or admin, and per staff member you decide exactly what they can manage. You do that on the member's profile.
Give someone a different role
- Go to Members and open the member.
- In the card with their details, click the three-dot menu.
- Choose Change role.
- Choose Admin, Staff, or Member and confirm.
The member gets an email confirming the new role.
Why a new staff member still cannot do anything
When you make someone staff, they first only get read access. The app also warns you about that. If you want them to create dotoos, for example, you then have to turn that on separately at Manage permissions.
Set permissions per staff member
- Open the member at Members.
- In the three-dot menu choose Manage permissions.
- Turn on the toggles this staff member needs.
You can grant these permissions:
| Permission | What the staff member can do with it |
|---|---|
| Manage dotoos | Create, edit, and manage dotoos |
| Manage dotoo templates | Create and edit templates |
| Manage members | View and manage members |
| Manage groups | Create and manage groups |
| Manage memberships | Manage membership variations and options |
| Manage orders | View and process orders |
| Manage products | Create and edit products |
| Manage tokencards | Manage tokencards |
A change is active right away. If you turn on Manage dotoos, the Create button appears in the calendar for that staff member.
Archive a member
In the same menu choose Archive. The member no longer sees your business on their dashboard and disappears from your lists. Their profile then shows a message with the Unarchive button to reverse it.
Reset a member's password
If a member cannot sign in, choose Reset password in the menu behind the member in the member list. See Manage members.