How to manage staff and team members

Managing Team Members is simple

Video:

Step-by-step:

1. Select Team Members from the welcome screen or from the Go To menu, this will take you to the team management page where you can add / edit / delete team members. 
   
2. From the team member page, click add member, enter their name and email and then select their role / access level.
   
3. Click Add and they'll get an email with a link to set their password.

That's all there is to it!

There are 3 roles available to pick from: Administrator, Manager or Waiver Hub Only

Role Access:

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

*Waiver Hub Only users do not have access to delete waivers or contacts

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