Staff Accounts: Introduction

Check out the following articles to learn more about Partner and Customer User Accounts:

Staff Accounts Tab

Staff Accounts

The User Accounts page (Manage > User Accounts) is a central hub for managing your User Accounts - Staff, Partner, and Customer.

From the Staff Accounts tab, you can view pertinent information about each Staff member such as the number of Bookings they have made, whether they have Two Factor Authentication enabled or not, 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.

Add New Staff Account

User Accounts - Add New Staff Account

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

Learn more about Staff Account - Profiles and Permissions with the following articles.

- You have # Left

Number of Staff Accounts Left for your Subscription

You can add as many new Staff members as required up to the limits of your account subscription. 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. If you require more Staff Accounts, simply click on the YOU HAVE # LEFT label, to access the upgrade page.

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

Staff Account List

View the list of created Staff Accounts.

- Filter by

Staff Accounts - Filter by

At the top of the Staff Accounts list, there is an option to Filter the list of Staff Accounts by account status: Enabled (default), Disabled, Archived or view All.

- User Account Information

Staff Account Data Columns

By default the following data columns display for each Staff Account record.

-- Nickname

A short, unique name used in reports and notes.

-- Status

The Status of the account. Accounts are either Enabled, Disabled or Archived.

Enabled accounts have either all permissions (Admin) or are Restricted to select permissions.

Staff Accounts can be Disabled if you want to temporarily remove a Staff member's access, for example, if they are a seasonal worker.

-- Bookings

The Number of Bookings processed by the Staff member. Click on this number to access a list of associated Bookings within the Booking Index.

-- Two Factor Enabled

Communicates whether Two Factor Authentication is enabled (ON) on the Staff member's account or not (OFF).

Two Factor Authentication is an additional account security measure, above and beyond your standard username and password. With this feature, your smartphone is also required to access your account.

After entering their username and password, Account holders will be required to obtain a six-digit passcode by one of two methods, via the Google Authenticator app or a simple text message.

Setup is easy and the feature adds an added layer of security to help keep your account information safe and private.

-- Last login

Displays the last date and time the Staff member logged into their account including the location from which they logged in.

-- Name

Displays the Staff member's First and Last Name followed by the Staff member's email address. Used for notifications and internal communications.

Click on the Staff member's Name to access the Edit Account panel with the Staff member's Profile and Permissions.

- Sort By

Sort Columns

Sort records by any of the columns within the Staff Account list (ascending or descending) by simply clicking on the Data Column header. By default, Staff Accounts are listed in alphabetical order by Nickname.

Import Staff Accounts

User Accounts Account Import

Access our Account Import feature by clicking on the Account Import option at the top-right of the page.

From there, you can Download our Template to help you prepare your data for upload. Choose the CSV file for upload and then Submit your file for validation and then import it!

Export Staff Accounts

User Accounts Export Accounts

Start the Export process from the icon at the top-right of the page.

Export Modal

The Export modal allows you to choose your preferences for the file exports.

- Save As

Specify the name of the Export file. By default, the file name will include the name of the report, plus the applicable date range. You can edit the name of the file if needed by placing focus on the Save as field and entering the desired name.

- Format

Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).

- Save To

The report can be saved to your My Computer, Email, or Google Drive.

Emailed Exports are sent as links to the files securely hosted in Google Cloud Storage.

- Columns

Choose to Export Visible columns or All columns (if there are columns that you have chosen to hide in the online report view).

- Max Rows

Choose to limit the maximum number of rows to Export (Max Rows) or Export All Rows.

- Formatting

Use ISO Dates allows you to choose the format of dates within the Export.

When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
When not selected, you see the format as configured with the Date Format setting (Manage > Setup > Locale).

Edit Columns

User Accounts Edit Columns

Access the Columns modal from the top-right of the Staff Account list to choose which User Account information you would like to display.

Edit Columns Modal

By default, the Nickname, Status, Bookings, Last Login, and Name display. The Two Factor Enabled always displays as this is a feature enabled by your Staff, that you will want visibility into.

Email address and Phone number can be optionally displayed within the Staff Account list.

Staff Accounts: Profile >

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