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Staff Management (Manager Mobile)

Purpose​

Run staff management directly from Manager Mobile workspace with role-appropriate permissions.

Prerequisites​

  • Active MANAGER profile is selected for the target business.
  • Owner has granted permissions for this operational module.
  • Business registration is approved and module access is enabled.

Step-by-step​

  1. Open Staff tab and send invite to new staff member by email.
  2. Track invite state and complete profile details once invite is accepted.
  3. Assign services and schedule responsibilities for each staff member profile.
  4. Use search and filters to find staff by status, role, or assignment coverage.
  5. Update staff details whenever availability, contact, or role attributes change.

Decision points​

  • If invite is pending too long, resend invite instead of creating duplicate staff records.
  • If staff loses service competency, remove assignment before next booking cycle.
  • If action requires subscription billing changes or company active/deactive status, escalate to the Owner workflow.

Expected result​

Staff directory stays current, searchable, and aligned with service delivery capacity. Manager role can complete this workflow within manager permissions and escalate owner-only actions.

Common mistakes​

  • Keeping duplicate staff profiles after repeated invite attempts.
  • Forgetting to remove old assignments after role changes.
  • Trying to execute owner-only billing or company status actions instead of escalating to Owner.
owner mobile staff-management screenshot

Manager mobile wrapper for shared staff management workflow.