Managing Staff Members

Staff Management

Your staff members are the ones performing check-ins. Here's how to manage them effectively.

Navigate to Users > Staff

Click Add Staff

Fill in required information:

Full name

Email address

Phone number (for SMS notifications)

Assign to schedules (optional, can do later)

Click Create

Staff will receive an email invitation with login instructions.

Staff (default)

Can perform check-ins at assigned locations

View own schedule and history

Cannot access admin features

Supervisor

All staff permissions, plus:

View team check-ins and reports

Receive notification escalations

Limited admin access

By Location
Assign staff to specific locations or areas they're responsible for.

By Schedule
Create schedules that assign specific staff to specific rounds.

By Team
Group staff under supervisors for clear accountability.

When staff leave:

Edit their profile

Toggle "Active" to off

They'll lose access but historical data is preserved

Never delete staff records if you need to keep check-in history.