Adding staff to your Checkfront account lets you share responsibilities and streamline how your team manages bookings and operations. This guide shows you how to set up staff accounts quickly and correctly.
Learn how to add Staff Members to your Checkfront account.
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?
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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 version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
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What is a Staff account? A Staff account lets you provide access to individuals who need to manage inventory, availability, or bookings. |
Adding a Staff Member to your account
Do you need to add a Staff Member to your account? Follow these steps:
1. Navigate to the Staff Accounts area (Manage > User Accounts > Staff Accounts).
2. Click the New Staff button at the top-right of the page to create a new account.
3. In the New Staff Account window, fill out the fields in the Profile tab, including name, email, and nickname details.
4. When creating a restricted Staff Account, specify permissions as needed from the Permissions tab. Permission restrictions do not apply to an Admin account.
5. Select the Save button when done.
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Plan limits for Staff Accounts Depending on your plan, there are limits on the number of Staff Accounts you can add. The number of Staff Accounts you have left displays next to the New Staff button with the YOU HAVE # LEFT label, for example, YOU HAVE 1 LEFT. A banner appears on the page when you have reached your plan limit. You are prompted to upgrade your plan. |
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Learn more about Staff accounts For a detailed look at Staff accounts, check out the following article: |