Plan Availability: ✓* Trial | ✓* Soho | ✓* Pro | ✓ Plus | ✓ Enterprise | ✓ Flex | *There are limits on the number of Staff accounts.
Locate: Manage > User Accounts > Staff Accounts
Prerequisites:
- Admin permissions to manage User Accounts.
- The Staff Accounts feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Check out the following articles to learn more about Partner and Customer User Accounts:
Accessing Staff accounts
Back to topThe 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.
Adding a new Staff account
Back to topTo start creating a new Staff Account, click on the New Staff button at the top-right of the page.
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Learn more about Staff account profiles and permissions with the following articles. |
Understand the number of accounts you have left for your plan
Back to topWith some of our plans (Trial, Soho, Pro), there are limits to the number of Staff Accounts you can add to your Checkfront account.
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.
A banner appears at the top of the page when you have reached your plan limit. You are prompted to upgrade your plan.
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Anytime you change the status of a Staff account (enable, disable, archive, or unarchive), refresh the page to see an updated YOU HAVE # LEFT. |
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Learn more about changing your billing plan here: |
Enabling account-wide settings
Back to topClick on the Account Settings button to access the following account-wide settings.
Requiring Two Factor Authentication for all accounts
Back to topSelect this setting if you need all Staff and Partner accounts to use Two-Factor Authentication.
Those that still need to turn on Two-Factor Authentication within their accounts are prompted to do so when they next log in.
Two-factor Authentication can also be enabled on an individual account by an Admin via Staff and Partner Account settings or by the Staff or Partner through their account profile.
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Learn more about enabling Two-factor Authentication here: |
Enabling Google Logins
Back to topYou can use this setting if you need all Staff and Partner accounts to have the option to log in with their Google account.
Turning on this setting automatically enables the Google SSO integration (Manage > Integrations > Google SSO)
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Learn more about our integration with Google SSO here: |
Managing your Staff accounts list
Back to topYou can manage the list of created Staff Accounts from this tab.
Filtering your staff account list
Back to topAt 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.
Searching your staff account list
Back to topAt the top of the Staff Accounts list, there is a field to search the list of Staff Accounts by nickname, name, and email address. Matching results automatically show as you type.
Viewing staff account information
Back to topBy default, the following data columns display for each Staff Account record.
Value | Description | Additional Details |
Nickname |
This is a short, unique name used in reports and notes. |
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Status |
This is the status of the account. Accounts are either Enabled, Disabled, or Archived.
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Enabled accounts have 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 |
This is the number of bookings processed by the Staff member. |
Click on this number to access a list of associated bookings within the Booking Index. |
Last login |
This is the last date and time the Staff member logged into their account, including the location from which they logged in. |
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Name |
This is the Staff member's First and Last Name, followed by the Staff member's email address. Used for notifications and internal communications.
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Click on the Staff member's Name to access the Edit Account panel with the Staff member's Profile and Permissions. |
Sorting user accounts
Back to topSort 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.
Importing Staff accounts
Back to topAccess 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!
Exporting Staff accounts
Back to topStart the export process from the icon at the top-right of the page.
The Export modal allows you to choose your preferences for file exports.
- Save As
Specify the name of the export file. By default, the file name includes the report's name, 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.
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Emailed Exports are sent as links to the files securely hosted in Google Cloud Storage. |
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Learn more about exporting to Google Drive here: |
- 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).
Editing columns
Back to topAccess the Columns modal from the top-right of the Staff Account list to choose which user account information you want to display.
By default, the Nickname, Status, Bookings, Last Login, and Name display. The Two Factor Enabled column always displays as this is a feature enabled by your Staff, that you want visibility into.
Email address and Phone number can be optionally displayed within the Staff Account list.
Configuring Staff account profile settings >