Staff

Effective staff management ensures smooth operations, collaboration, and optimized performance. The Staff Management Panel provides centralized control over team members, roles, and permissions.

Accessing the Staff Panel

1. Go to Admin Panel.
2. Select Staff from the sidebar.

From one place you can view all staff, assign roles, manage permissions, and send invitations.

Adding New Staff Members

Option 1: Assign from Existing List

1. Click the ”+” icon on the left side of the page.
2. A list of your staff will appear — select the member you want to assign to a specific space.
3. Click Add to include them in that workspace.

Option 2: Send an Invitation

1. Go to the Invites section on the left side of the screen.
2. Enter the new member’s email or username.
3. Assign them a role.
4. Click Send Invite.

Tip

Regularly check pending invites to ensure all team members have access and no invitation is left unnoticed.

Staff Roles

Role	Access Level
Admin	Full system control including staff management and settings
Staff	Operational access with general responsibilities
Member	Limited access, typically for specialized or support roles

Tip

Admin access should be granted only to trusted individuals with responsibility for broader management and system settings.

Managing Staff Profiles

1. Open the Staff List.
2. Click the three-dot menu (•••) → View Profile.
3. Edit roles, update details, reassign to workspaces, or remove from spaces.

Tip

Regular role reviews help ensure every team member has appropriate access and clear responsibilities.

Removing Staff Members

1. Navigate to the relevant Space → Staff tab.
2. Select the member.
3. Click ••• → Remove.

Reasons to remove a staff member:

• Protect data integrity after someone leaves
• Maintain an updated, accurate directory
• Improve communication clarity within teams
• Reduce unnecessary access and associated costs

Caution

Removal is permanent — ensure data and responsibilities are transferred before removing a staff member. Only Admins can remove staff. Some configurations allow suspension instead of full deletion.