Staff roles and access

How to Remove or Deactivate a Staff Member

Recommended for: Owners and admins Time to complete: 5 minutesRemove or deactivate staff access promptly when someone leaves, changes role, or should no longer access the business. ...

How to Assign Staff to Branches

Recommended for: Owners and admins Time to complete: 5 to 10 minutesBranch assignment makes sure staff can only work in the locations they are supposed to access.When This Matters ...

Staff Access Checklist for New Openings

Recommended for: Owners and admins Time to complete: 10 minutesUse this checklist before a new branch or launch goes live.Checklistthe right staff members are invitedeach person ha ...

How to Change Roles Safely

Recommended for: Owners and admins Time to complete: 5 minutesChanging a user's role affects what they can see and do. Review the impact before saving any role change.Before You Ch ...

Roles Explained: Owner, Admin, Manager, and Staff

Recommended for: Owners and admins Time to complete: 5 minutes to learnEniston uses four main staff roles. Give each person the lowest role they need to do their job properly.Owner ...

How to Invite a New Team Member

Recommended for: Owners and admins Time to complete: 5 to 10 minutesInvite team members with the right role and branch access from the start. This reduces login issues and keeps pe ...

Common Permissions Questions for Business Owners

Recommended for: Owners Time to complete: 5 minutesMost permission questions come down to three things: role, branch access, and plan access.Why can one user see something another ...