Lesson 18 of 22 · 5 min read
Give staff the right access
Assign operations, accountant or view-only access without sharing your own login.
Open Owner settings ↗The workspace link may ask you to log in. Read this guide alongside your own account.
- 1
Verify the staff account first
Ask the staff member to use the customer Log in page and verify their email without creating an owner business workspace. In Owner settings → 4. Staff, use their verified email. Adding access does not send an invitation automatically.
- 2
Choose a preset
Operations is for bookings and live sessions. Accountant is for finances, expenses and collections. View only allows viewing with no operational changes. Review the individual permission checkboxes before saving.
- 3
Adjust only what is needed
A person may need session updates for players and refreshments, session start/end permission, or separate finance/collection access. Grant the actual actions they need; they cannot grant themselves owner or platform status.
- 4
Review and remove access
Update a staff member’s permissions when their responsibilities change. Use Remove access when they leave. Keep an owner’s verified login under the owner’s control rather than sharing it across a team.
Try it at your ground
Write down the actions your receptionist and accountant need, then choose the smallest suitable permissions for each.
You’re ready to move on when…
Each staff member can reach their assigned work without having the owner’s credentials.