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Staff Management (Manager Web)

Purpose​

Run staff management directly from Manager Web 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 module and send invite emails for new team members.
  2. Track invite acceptance and complete missing staff profile fields.
  3. Assign each staff member to relevant services and schedule templates.
  4. Use search and filter controls to manage larger teams quickly.
  5. Update staff records as roles, services, or availability change.

Decision points​

  • If invite fails delivery, confirm email and resend from existing record.
  • If staff leaves team, remove assignments before deactivation to prevent booking errors.
  • If action requires subscription billing changes or company active/deactive status, escalate to the Owner workflow.

Expected result​

Staff records remain operationally consistent with services and schedule ownership. Manager role can complete this workflow within manager permissions and escalate owner-only actions.

Common mistakes​

  • Creating new record instead of resending pending invite.
  • Keeping inactive staff assigned to active services.
  • Trying to execute owner-only billing or company status actions instead of escalating to Owner.
owner web staff-management screenshot

Manager web wrapper for shared staff management workflow.