Staff User management

Staff Users are managed on the Site Settings > Staff Users page.

Staff User access roles and limitations

There are two roles available for Staff Users in Site Manager

• Staff User
• Local admin

Both roles have the ability to manage Access Codes at hospitality sites respectively.

Staff Users roles matrix

The table below illustrates which Staff User roles can view/edit enabled functions in Site Manager.

Adding Staff Users

Follow the steps below to add a new Site Manager Staff User account.

1. Log into Site Manager
   If logging in with a Local Admin account skip to step 4
2. Navigate to Settings -> Sites
   
3. Select the desired site
4. Navigate to Site Settings tab -> Staff Users
5. Click Add Staff User
   
6. Enter the email of the new Staff User
7. Check the Local admin checkbox as desired
   1. Optionally, click Add row to add any additional Staff Users and repeat steps 6 and 7
      
8. The Staff Users section should look similar to the screenshot below
   
9. Click Send or Send All if multiple Staff Users were added
10. The invitation to the new Staff User will remain in the Pending Invitatation section until they click on the invitation link in their email.

Resending a Staff User invitation

Follow the steps below to resend a Staff User invitation email.

1. Navigate to Site Settings -> Staff Users
2. In the Pending Invitations section, hover over the desired email
3. Click Resend
   

New Staff User onboarding experience

The steps below are a typical onboarding experience for a new Staff User in Site Manager.

1. The new Staff User will receive an email similar to the one in the screenshot below
   
2. The user must click on the unique link in the email to bring up the Site Manager user interface
3. The user must enter a secure password and verify it
   
   
4. The user clicks Sign Up!
5. The user must enter their First and Last name
   
6. The user clicks Sign In to begin using Site Manager

Staff User activity audit report

The Staff User activity audit report is available to Team users and Local Admin Staff Users. This feature will track and log a number of Staff User actions that occur within Site Manager. Actions recorded can include Site and User settings changes, report access, site access codes, and more.