> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ofatoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding and Managing Staff Members

> Create staff accounts, assign primary and secondary branches, change roles, and manage your team from the oFatoura web admin.

Staff members are the people who log in to your restaurant — managers, waiters, cashiers, and kitchen staff. You add and manage them from the web admin dashboard in your browser. Each staff member gets their own login, a role that controls what they can do, and one or more branches they work at.

You'll find staff under **Customers / Staff > Staff** in the sidebar.

<Note>
  **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**.
</Note>

## Adding a new staff member

<Steps>
  <Step title="Open the staff page">
    Go to **Customers / Staff > Staff** in the sidebar, then start the add-staff form.
  </Step>

  <Step title="Enter their details">
    Fill in the staff member's information:

    | Field        | Notes                                                                                                              |
    | ------------ | ------------------------------------------------------------------------------------------------------------------ |
    | Name         | Required.                                                                                                          |
    | Email        | 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.                                                                                             |
  </Step>

  <Step title="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.

    <Info>
      Assigning multiple branches requires the **Manage Staff Branch Assignments** capability. Without it, the branch options are limited to the branches you yourself can assign.
    </Info>
  </Step>

  <Step title="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.

    <Tip>
      If the role you want isn't in the list, create it first. See [Creating roles and applying permission tiers](/staff/roles-and-tiers).
    </Tip>
  </Step>

  <Step title="Save">
    Save the new staff member. A welcome email with their login details is sent automatically, so they can sign in right away.
  </Step>
</Steps>

<Warning>
  Your plan includes a limit on how many staff accounts you can have. If you've reached it, creating a new staff member is blocked until you remove someone or upgrade your plan. See [Upgrading your plan and offline payment requests](/billing/upgrade-and-offline-requests).
</Warning>

## 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.

<AccordionGroup>
  <Accordion title="Search for someone" icon="magnifying-glass">
    Use the search box to find a staff member by name or email. The list is paged, showing 10 staff at a time.
  </Accordion>

  <Accordion title="Change a role" icon="users">
    Each staff member has a role dropdown. Pick a new role to reassign them on the spot. This needs the **Update Staff Member** capability.
  </Accordion>

  <Accordion title="Remove a staff member" icon="trash">
    Deleting a staff member needs the **Delete Staff Member** capability.

    <Warning>
      You can't delete a staff member who still has an open shift. Have them close their shift first, then remove the account.
    </Warning>
  </Accordion>

  <Accordion title="Export the list" icon="file-spreadsheet">
    If exporting is enabled for your plan, you can download the staff list as an Excel file for your records.
  </Accordion>
</AccordionGroup>

## 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.

<Note>
  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](/getting-started/switching-branches-web).
</Note>

## Related

<Columns cols={2}>
  <Card title="Roles and permission tiers" icon="shield-check" href="/staff/roles-and-tiers">
    Create custom roles and apply Starter, Standard, or Advanced permission presets.
  </Card>

  <Card title="Per-user permission overrides" icon="user-check" href="/staff/user-permission-overrides">
    Grant or deny individual permissions for one staff member.
  </Card>

  <Card title="Staff attendance records" icon="clock" href="/staff/attendance-admin">
    Review, approve, and export staff check-in and check-out times.
  </Card>

  <Card title="Branches and operating hours" icon="building" href="/settings/branches-and-operating-hours">
    Set up the branches you assign staff to.
  </Card>
</Columns>