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A staff member’s roles decide what they can see and do. Open a staff member from Settings → Operations → Staff, then select Roles.

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Roles

A staff member can have more than one role.

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Where a role applies

Each role applies either to your whole business or to one location.
  • Whole business — the role applies everywhere, at every location.
  • One location — the role applies only at that location. For example, service staff at your city branch only.
You can’t add the same role twice for the same person, and a business-wide role covers all locations, so you don’t also need to add it per location.
1

Open Roles

On the staff member’s page, select Roles.
2

Add a role

Choose the role, then choose whether it applies to your whole business or one location.
3

Save

Save. To remove a role, select the delete icon next to it.
Removing the last business-wide Admin role from someone asks you to confirm first. Make sure at least one person can still run the business.

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Passwords

Each person manages their own password under Security on their page. For their safety, you can’t change another person’s password — only they can. If someone is locked out, you can resend their invite or create a fresh account.