Viewing Staff Account information within the Staff Account list

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Learn how to view and sort Staff Account information within the Staff Account list.

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:

• Introduction to Partner Accounts
• Introduction to Customer Accounts

 

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Which plans include this feature?

Legacy:  Soho*, Pro*, Plus*, Enterprise*, Flex*
New:  Starter*, Growth (Subscription)*, Growth (Per Booking), Managed
*Limits on the number of Staff Accounts apply.
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Manage > User Accounts > Staff Accounts

What prerequisites are there?

• 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

 

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By 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.
Status	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.
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.
Name	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.

 

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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.

 

 

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< Filtering and searching your Staff Account list  |    Editing columns within Staff Accounts >

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