Staff Accounts: Staff Profile Settings

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Locate: Manage > User Accounts > Staff Accounts > New Staff Account/Edit Account > Profile
Prerequisites: Admin permissions to manage User Accounts.

New to Staff Accounts? Please read the first article in this series: Staff Accounts: Introduction.

Check out the following articles to learn more about Partner and Customer User Accounts:

• Partner Accounts: Introduction
• Customer Accounts: Introduction
  
  

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A Staff Profile can be added via the New Staff button at the top-right of the Staff Accounts tab or edited by clicking on the Name of any Staff Account record within the Staff Accounts list.

 

By default, the Staff Account is Enabled. Toggle off or on the Enabled control to change the status of the User Account. Staff Accounts can be Disabled if you want to temporarily remove a Staff member's access, for example, if they are a seasonal worker.

 

The following information and settings apply and can be edited with Admin permissions.

 

-- First Name

The First Name of your Staff member is required.

 

-- Last Name

The Last Name of your Staff member is required.

 

-- Email

An Email address for your Staff member is required. This is used as the login Email, as well as, for notifications and internal communications

 

-- Nickname

An abbreviated name for your Staff member is required. This should be a short, unique name used in reports and notes.

 

-- Login ID/Username

This can be used interchangeably with Email Address to log into the Staff account.

 

-- Set/Change Password

This is the Password the Staff member uses to access their account. This can be changed in their profile later on. The password should not be the same as any other Staff member's Password.   

• Passwords must contain/be
  • At least 1 number (0-9).
  • At least 1 upper and lower case letter.
  • At least 10 characters long.
  • At least 1 special character.

• Passwords must NOT contain empty spaces

 

-- Mobile Phone

Enter the Staff member's Mobile Phone number here if you wish to use SMS notifications. Third-party Twilio integration is required for this.  

 

-- Snapshot Email

A recurring email report with a summary of statistics and activity within Checkfront including...

• Number of Web Bookings
• Number of Staff Bookings
• Number of Booking Page Visitors
• Percentage Conversion Rate
• Number of Transactions
• Total Gross Revenue

The Staff member will only receive an email if there have been bookings in the last seven days.

The email is limited to accounts with report or administrative access privileges only.

Use the select box to choose the day of the week you would like your Staff member to receive this. 

To unsubscribe the Staff member from the Snapshot Email, choose to never send the email.

 

-- Email this account important Checkfront service updates and announcements

Check the box provided, if you would like the Staff member to receive email regarding important Checkfront service updates and announcements.

 

Learn more about Account Profiles from the Staff member perspective here: Accounts: Profile

 

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Staff Accounts can be archived if no longer needed or created in error. Simply click the Archive button found at the bottom of the Edit Account page.

Archived accounts can be found with the Staff Accounts list if you filter by the Archived status. From there, you can Edit the Account and Unarchive the Staff member, if need be.

 

Archived Staff Accounts do not count towards total Staff Accounts. If you archive a Staff Account, this opens up a space for a new Staff Account!

 

 

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< Staff Accounts: Introduction     |     Staff Accounts: Permission Settings >

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