Invite Staff

Yepsta separates a staff profile used for scheduling and service work from a dashboard user used to sign in. Create only the access a team member needs.

Before you begin

Create the relevant locations and services first. Confirm the person’s name, phone, email, work location, exact services and whether they need a Manager or Staff login.

Permission required

The owner controls the Team Access permission matrix and owner-only User Management. A permitted manager can maintain operational staff only for accessible locations.

Add the team member

Create staff and optional login access

1. Open Team → Manage Staff and select Add Staff.
2. Enter the staff member’s contact details, operational role and location.
3. Select the exact bookable services the person can perform.
4. Turn on Dashboard Login Access only if the person should sign in.
5. Enter the login email and choose Staff or Manager.
6. Set the initial password and save the profile.
7. Open Availability for the new staff member and add working days, shift times and optional break times.
8. As owner, review Settings → Team Access and enable only the required module permissions for that role.

What happens next

The staff member becomes available for the selected location and assigned services. When a new dashboard user is created through Manage Staff, Yepsta sends the login invitation to the login email.

Important information

Do not share one login between multiple people. Turning off Dashboard Login Access disables the linked login but does not remove the operational staff profile or past appointment history.

Troubleshooting

• A service appears only if it is active, bookable and belongs to the selected staff location.
• If the person can sign in but sees no expected module, check Team Access permissions and assigned locations.
• If the invitation is missed, the owner can use Administration → User Management to resend the setup/reset link.
• Existing-user editing and status changes are currently restricted in User Management; use the supported Manage Staff controls or contact Support.

Related guides

• Create and Maintain Staff Profiles
• Give Managers and Staff Dashboard Access
• Assign Services to Staff

Last reviewed: 12 July 2026