How to manage staff and team members
Managing Team Members is simple
Video:
Step-by-step:
- 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.
- From the team member page, click add member, enter their name and email and then select their role / access level.
- 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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