Give Managers and Staff Dashboard Access

Dashboard access has three layers: the user’s role, the role’s Team Access permissions, and the locations assigned to that user. A Staff-role user can also link to an operational staff profile.

Permission required

Administration → User Management and Settings → Team Access are owner-only. Owners always retain full access and cannot be managed like team users from User Management.

Understand the roles

• Owner: full business and Settings access.
• Manager: sees the module permissions enabled for Manager and the records in assigned locations.
• Staff: sees the module permissions enabled for Staff and assigned locations. Link an operational staff profile for personal appointments and schedule.

Team Access is role-wide. Enabling a permission for Manager affects manager users generally; location assignment provides the per-user branch boundary.

Create a user in User Management

Add a dashboard login

1. Open Administration → User Management.
2. Select the option to add a user.
3. Enter the person’s name and a unique email not used by another business or user account.
4. Set the initial password.
5. Choose Manager or Staff.
6. Select one or more locations the user can access.
7. For the Staff role, link the correct staff profile when personal workspace data is required.
8. Save the user.

Alternatively, Team → Manage Staff can create a linked login while creating or editing the operational profile. Use one workflow for the person; do not create duplicate users.

Configure Team Access

Set role-wide module permissions

1. Open Settings → Team Access.
2. Expand the relevant module group.
3. Review each child permission separately for Manager and Staff.
4. Enable only the work that role needs.
5. Save Permissions.
6. Ask a representative manager or staff user to sign in again and confirm the intended navigation.

Passwords, invitations and restricted actions

The owner can send a setup/reset link, manually reset a non-owner user’s password, inspect access audit history, or unlink a staff profile. A manual password reset ends the target user’s current sessions.

Editing existing users and changing their active status from User Management are currently disabled. Manage Staff can update a linked login and can turn Dashboard Login Access off, but that does not deactivate the operational staff profile.

Important information

Do not share login details or give Manager access as a shortcut. Assign the least access needed, review it when responsibilities change, and contact Support when a status change cannot be completed through the supported controls.

Troubleshooting

• Missing module: check Team Access for the user’s role.
• Empty or missing branch data: check the user’s assigned locations.
• Empty My Workspace: link the Staff-role user to the correct staff profile.
• Invite not received: verify the email and use the resend setup/reset action.
• Edit/status denied: this is a current product restriction, not a permission that can be enabled.

Related guides

• Create and Maintain Staff Profiles
• Use My Workspace
• Manage Your Customer Directory
• Create Product Categories and Products
• Manage Online Store Orders

Last reviewed: 12 July 2026