How can I add Staff Members to my account?

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Learn how to add Staff Members to your Checkfront account.

 

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Which plans include this feature?

Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
Current: 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

 

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Do you need to add a Staff Member to your account? Follow these steps:

 

1. Navigate to the Staff Accounts area (Manage > User Accounts > Staff Accounts).

 

2. Click the New Staff button at the top-right of the page to create a new account.

 

3. In the New Staff Account window, fill out the fields in the Profile tab, including name, email, and nickname details.

 

4. When creating a restricted Staff Account, specify permissions as needed from the Permissions tab. Permission restrictions do not apply to an Admin account.

5. Be sure to select Save when done!

 

Depending on your plan, there are limits on the number of Staff Accounts you can add. The number of Staff Accounts you have left displays next to the New Staff button with the YOU HAVE # LEFT label, for example, YOU HAVE 1 LEFT. A banner appears on the page when you have reached your plan limit. You are prompted to upgrade your plan.

 

Learn more about creating and managing Staff Accounts here: Introduction to Staff Accounts