How to manage staff and team members

How to manage staff and team members

Managing Team Members is simple. 

  • Click Team Members from the menu on the left, or from the buttons on the dashboard
  • From here you can add / edit / delete team members. 

To Add a Team Member:

  • Click the green Add Member button
  • A window will appear    
    • Enter the users name, email and set role (see role access limits below)
    • Click Add New Member
    • Your team member will receive an email where they set their own password

All team members require a name, individual email address and secure password to gain access to your account. 

There are 3 roles to select: Administrator, Manager or Dashboard Only

Role Access:

  • Dashboard (Owner, Administrator, Manager, Dashboard Only)
  • Contact Manager (Owner, Administrator, Manager, Dashboard Only)
  • System Settings (Owner, Administrator)
  • Waiver Setup (Owner, Administrator, Manager)
  • Integrations (Owner, Administrator, Manager)
  • Email & SMS Setup (Owner, Administrator, Manager)
  • Team Setup (Owner, Administrator, Manager)
  • Data Export (Owner, Administrator, Manager)
  • Account Admin & Billing (Owner)

Only Managers, Administrators or Account Owners can add / delete team members.


    • Related Articles

    • Adding users to your eWaiverPro account?

      Absolutely - you can create as many users as for your eWaiverPro account as needed. Team members all require a name and unique email address to gain access to your eWaiverPro account. There are 4 types of users: Account Owner (Owner is the person who ...

    • How Many Custom Events can be Added?

      We've made it simple to add your own Custom Event names, Tour Guide Names, or Tattoo Artist names so your customers can select what, or who, they will be working with. There is no limit to the number waivers you can setup, and no limit to the number ...

    • Integrating Acuity Scheduling with eWaiverPro

      Integrating Acuity Scheduling with eWaiverPro Using a Zapier Template Overview The integration of Acuity Scheduling with eWaiverPro makes the process of collecting digital waivers from customers who book appointments seamless. With eWaiverPro's ...

    • How Do I Contact eWaiverPro?

      We want to hear from you, and contacting the team at eWaiverPro is simple! You can reach us in many ways: Visit https://ewaiverpro.com/contact From any page on https://ewaiverpro.com, click the icon at the bottom right of your screen Email ...

    • I received an error - what now?

      Errors and how to fix them We all hate errors and our team has gone to great lengths to ensure that eWaiverPro is stable and error free for everyone. Sometimes, however, problems do happen. The good news is that 99% of them are fixed by clearing your ...