Permissions. To open the staff page you need the Show Staff Member capability. Changing a staff member’s role needs Update Staff Member, and removing someone needs Delete Staff Member. Assigning a staff member to more than one branch needs Manage Staff Branch Assignments.
Adding a new staff member
Enter their details
Fill in the staff member’s information:
| Field | Notes |
|---|---|
| Name | Required. |
| Required. Must be unique within your restaurant — no two staff can share the same email. This is also their login. | |
| Password | Required. They use this with their email to sign in. |
| Phone code | Pick the country code; you can search the dropdown. |
| Phone number | Required, 8–20 digits. |
Assign branches
Choose which branch or branches the staff member works at, and mark one as their primary branch. If you can assign more than one branch, you’ll see a multi-select with a primary option.
Assigning multiple branches requires the Manage Staff Branch Assignments capability. Without it, the branch options are limited to the branches you yourself can assign.
Choose a role
Pick a role from the dropdown. The role decides what this person can see and do. The list shows the roles you’re allowed to assign — the Super Admin role is never offered here.
The staff list
The staff page shows everyone on your team, with their name, email, phone, and current role. It’s scoped to the branch you’re working in: you see staff assigned to the current branch, plus any not tied to a specific branch.Search for someone
Search for someone
Use the search box to find a staff member by name or email. The list is paged, showing 10 staff at a time.
Change a role
Change a role
Each staff member has a role dropdown. Pick a new role to reassign them on the spot. This needs the Update Staff Member capability.
Remove a staff member
Remove a staff member
Deleting a staff member needs the Delete Staff Member capability.
Export the list
Export the list
If exporting is enabled for your plan, you can download the staff list as an Excel file for your records.
Primary and secondary branches
A staff member can belong to more than one branch. The primary branch is their main location; secondary branches are additional places they’re allowed to work. This matters for multi-location restaurants where the same person covers more than one site. Branch assignment only appears when you have the Manage Staff Branch Assignments capability, and you can only assign branches you yourself have access to.The staff list you see reflects your current active branch. If a staff member seems to be missing, check which branch you’re working in. See Switching active branch in the web admin.
Related
Roles and permission tiers
Create custom roles and apply Starter, Standard, or Advanced permission presets.
Per-user permission overrides
Grant or deny individual permissions for one staff member.
Staff attendance records
Review, approve, and export staff check-in and check-out times.
Branches and operating hours
Set up the branches you assign staff to.