New to Staff Accounts? Please read the first article in this series: Introduction to Staff Accounts.
Check out the following articles to learn more about Partner and Customer Accounts:
Which plans include this feature?
Legacy: Starter*, Soho*, Pro*, Plus*, Enterprise*, Flex*
Current: Trial*, Growth (Subscription)*, Growth (Online Booking Fee), Managed
*Limits on the number of Staff accounts apply.
→ Learn more about our current plans or how to change your plan.
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, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Viewing Staff Account informationBack to top
By default, the following data columns display for each Staff Account record.
This is a short, unique name used in reports and notes.
This is the status of the account. Accounts are either Enabled, Disabled, or Archived.
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.
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.
This is the last date and time the Staff member logged into their account, including the location from which they logged in.
This is the Staff member's First and Last Name, followed by the Staff member's email address and 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.
Sorting Staff AccountsBack to top
Sort records by any of the columns within the Staff Account list (ascending or descending) by simply clicking the Data Column header. By default, Staff Accounts are listed in alphabetical order by nickname.