Introduction to Staff Accounts

Get started with Staff Accounts in Checkfront to add, manage, and set permissions for your team members.

Read this introduction to Staff Accounts, including accessing and adding new Staff Accounts and understanding the number of accounts you have left in your plan.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > User Accounts > Staff Accounts
   

What more do I need to use this feature?

• Admin permissions to manage User Accounts.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

The User Accounts page (Manage > User Accounts) is a central hub for managing your User Accounts—Staff, Partners, and Customers.

From the Staff Accounts tab, you can view important information about each Staff member, such as the number of Bookings they have made, whether they have enabled Two Factor Authentication, and when they last logged in.

You can also access the Staff member's account details for editing purposes, import Staff Accounts, and export Staff Accounts.

To start creating a new Staff Account, click the New Staff button at the top right of the page.

Learn more about adding Staff users For a detailed look at creating a Staff account, check out the following article: How can I add Staff Members to my account?

Learn more about profiles and permissions For a detailed look at Staff Account profiles and permissions, check out the following articles: Configuring Staff Account profile settings Managing Staff Account permissions

Depending on your plan, there are limits on the number of Staff Accounts you can add.

The number of Staff Accounts you have left is displayed next to the New Staff button with the YOU HAVE # LEFT label, for example, YOU HAVE 1 LEFT.

When you reach your plan limit, a banner appears on the page prompting you to upgrade.

Changing Staff Account status Anytime you change the status of a Staff Account (enable, disable, archive, or unarchive), refresh the page to see an updated YOU HAVE # LEFT.

Learn more about your billing plan For a detailed look at changing your billing plan, check out the following article: Changing your billing plan

Learn more about security For a detailed look at enabling Two-factor Authentication, check out the following article series: Introduction to two-factor login authentication

Next Steps

Once you’re comfortable with the basics above, check out these deeper-dive articles:

To learn more about Staff Accounts, please read the full series of articles:

• Filtering and searching your Staff Account list
• Viewing Staff Account information within the Staff Account list
• Editing columns within the Staff Accounts list
• Enabling system-wide account settings for Staff Accounts
• Configuring Staff Account profile settings
• Managing Staff Account permissions
• Understanding Staff Account permissions
• Importing Staff Accounts
• Exporting Staff Accounts

Looking for information on Partner or Customer Accounts? Check out the following articles to learn more.

• Introduction to Partner Accounts
• Introduction to managing Customer Accounts

In the next article in this series, we look at configuring staff account profile settings.

Configuring Staff Account profile settings >