Staff accounts

1Step 1 of 4

Staff accounts lists the staff with their email, phone, role, status, two-factor status and last sign-in.

1. Search by name or email, or filter by Role and Status.
2. Click the pencil to edit, the bin to block, or Add staff member for a new account.

Check each person's current email and role before changing access.

Open on site ↗sign-inFull-page screenshot ↗

2Step 2 of 4

Add staff account creates the account with its role.

1. Enter Username, Email address and an optional Phone number, choose the Role and add an Avatar if you like.
2. Set a Starting password (Password and Confirm password) or leave it blank.
3. Click Create account.

Leaving the starting password blank relies on a setup email. Email delivery is unavailable in the current local demonstration; arrange access with an administrator.

Open on site ↗sign-inFull-page screenshot ↗

3Step 3 of 4

Edit staff account changes the details of an account and shows its two-factor status and activity.

1. Change Username, Email address or Phone number.
2. Untick Active when someone leaves, then click Save all changes.

The role stays Waiter: manager and administrator access is granted separately, through the audited role change.

Open on site ↗sign-inFull-page screenshot ↗

4Step 4 of 4

Block …? explains what blocking keeps and removes.

1. Click Block account, or Cancel.

An administrator puts a blocked person back from the account's edit page; the previous role comes back from the audit trail.

Open on site ↗sign-inFull-page screenshot ↗