SET UP YOUR STAFF

Here's how to do it:

Step 1: Go to Company Settings

Head to your dashboard and click on Company Settings from the left-side menu.

Step 2: Navigate to the Staff Section

Inside Company Settings, select the Staff tab.

Step 3: Add a New Staff Member

Click the Add button to begin entering a new team member.

Step 4: Fill In Staff Details

Complete the following fields:

• Email (required)
• Name (required)
• Phone Number
  
• Gender
  
• Staff Card ID (optional)
  
• Notes (optional)
  
  

You’ll also find a More Info section where you can optionally add:

• Passport Details
  
• Visa Details
  
  

Step 5: Set Their Role & Access

• Choose Access Level (Role 1 to 5 – explained below)
• Select Gender
  
• Mark if the person is an Instructor or not
  
  

Once done, hit OK!

🚨 Important:
The staff member will receive an email to confirm their account.
If they don't see it in their Inbox, ask them to check Spam or Junk folders.

Managing Staff Roles & Permissions

To control who can access what:

1. Go to Staff Roles
   
2. Choose a Role Level (1 to 5)
   
3. Use the toggles to turn ON the modules or sections this role should have access to
   
   

This helps you:

• Limit financial data access to managers only
• Give trainers access to class schedules
• Prevent front desk staff from editing client data (if needed)
  
  

Tip:
All logged-in staff will have access based on the role permissions you assign here—customize it to suit your team structure.

✅ You’re all set!
Want help deciding which permissions fit each staff level? We can guide you—just let us know the staff’s duties or title and we’ll suggest a setup!