Centrally manage staff accounts within the platform. This allows you to control access to sensitive information; for example, adventure tour guides can access booking details, while the finance team manages financial data. Efficient staff management improves security and operational efficiency.
Accessing this feature
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How to use it
The Staff Tab offers tools for managing your team. Below are the primary functions available:
Viewing Existing Staff Members
Upon accessing the Staff Tab, a list of all current and previously active staff members associated with your organisation is displayed. Each entry includes the staff member's name, email address, assigned role, and their current status (e.g., Active, Invited, Deactivated).
Use the search and filter options, located at the top of the staff list, to quickly locate specific individuals or groups based on criteria such as name, email, or role.
Adding New Staff Members
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Click the Add Staff or Invite New Member button, located in the top right corner of the staff list. A prompt will ask you to enter the new staff member's full name and email address.
Select the appropriate role for the new member from the dropdown list. Roles determine the level of access and permissions granted within the platform.
Confirm the details and click Send Invitation. An email invitation will be sent to the provided address, prompting the new staff member to set up their account and gain access. Until they accept the invitation, their status will appear as "Invited".
Editing Staff Member Details
Locate the desired staff member in the list. Click on their name or the Edit icon (often represented by a pencil) next to their entry.
You can update their name, email address (if permitted), or assign a different role from the available options. Carefully review the implications of changing a role, as this directly affects their access permissions.
Click Save to apply the updates. The system will update the new role and permissions across the platform immediately.
Deactivating Staff Members
Locate the staff member in the list. Click on their name or the Edit icon.
Within the edit interface, you will find an option to Deactivate or Archive the staff member.
Confirm the deactivation when prompted. Deactivating an account revokes all access to the platform for that individual but retains their historical data and association with your organisation for auditing and record-keeping purposes. Deactivated accounts will appear with a "Deactivated" status.
Reactivating Staff Members
Locate the deactivated staff member using the status filter, if available.
Click on their name or the Edit icon. An option to Reactivate the account will be present.
Confirm the reactivation. The staff member's access will be restored with their previously assigned role and permissions.
Tips
Principle of Least Privilege: Always assign the minimum necessary permissions to each staff member. Granting excessive access increases security risks.
Regular Access Reviews: Periodically review all staff accounts and their assigned roles to ensure permissions remain appropriate and up-to-date, particularly after organisational changes or project completions.
Prompt Deactivation: Deactivate staff accounts immediately upon an individual's departure or when their access is no longer required. This is a critical security measure.
Accurate Information: Ensure all staff member details, especially email addresses, are current to facilitate communication and account recovery processes.
Role Clarity: Familiarise yourself with the permissions associated with each available role to make informed decisions when assigning or modifying staff access.
Need help?
For further assistance, contact us at [email protected]