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Locate: Manage > User Accounts > Staff Accounts
Prerequisites: Administrator access permissions.
Check out the following articles to learn more about Partner and Customer User Accounts:
Staff Accounts Tab
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.
Add 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. |
- You have # Left
Back to topYou 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.
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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
Back to topView the list of created Staff Accounts.
- Filter by
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.
- User Account Information
Back to topBy 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
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.
Import 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!
Export 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 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.
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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
Back to topAccess the Columns modal from the top-right of the Staff Account list to choose which User Account information you would like to display.
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.