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Employees and Roles

This guide shows you how to add a staff member (or approve one who asked to join), give them the right role, and see how they are performing.

  1. Open Staff. Select Users in the sidebar (the page header reads Staff). It lists everyone in the organization with an online-presence indicator, their email address, and their role.

  2. Add a staff member directly. Select New, fill in their details, pick a role (Admin, Manager, or Employee) and — if your organization uses sections — a section, then save. A generated password is shown once under Login Credentials.

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The generated password is shown only once. Copy it or take a note of it before closing the dialog.

  1. Invite a staff member by email instead. Select Invite and enter their email address, plus their role and section. They receive an email to set up their own login, rather than you handing them a generated password.

  2. Approve someone who asked to join. Select Requests to see pending join requests filed by people who used the Welcome page's join-an-existing-business option. Pick a role for the requester and select Accept, or select Refuse.

  3. Edit a staff member. Select Edit on any row to change their role or section, set them Active or Inactive, or use Reset Password — which logs them out immediately.

  4. Check one employee's performance. Tap the analytics icon on a staff row to open Employee Analytics: their work days, total earnings, reservations checked in versus orders delivered, peak hour and day, and how they rank against the rest of the team. Export PDF and Export CSV are available on this page.

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