Staff logins and roles

Staff logins is where an owner invites people and chooses who is an Owner and who is Staff. Only owners can open Settings. For staff, the page does not exist.

1. Open Settings. The title is Settings, with the business name under it.
2. The first card is Staff logins. Its line says everyone who can log in to the business. Staff get the inbox, calendar and customers. Owners also get Settings.

On a phone, Settings is under More.

Everyone who can log in has Inbox, Calendar, Customers, Booking page and Insights.

Staff who open the booking page can copy the link once it is published. The page says Only owners can change the booking page. They do not see Settings.

Owners can change services, hours, the booking page and Staff logins. Changing your own role to Staff drops you out of Settings and opens the inbox. TapBook says your email is now staff.

While the business is paused, staff cannot log in. The title is the business name and is paused, and the line is While it is, only its owners can log in. Owners can still log in. See Troubleshooting.

Staff is already chosen under Role. Owner is the other choice.

1. Enter Email.
2. Choose Role.
3. Choose Send invite.

TapBook says Invite sent to that email. The email is headed Join, the business name, and on TapBook. The button is Accept the invite. The link works once, for 7 days, and only for that email. See Log in and switch businesses.

If the address is empty, the field says Enter their email. If it is not an email, it says Enter an email like you@workshop.com.au. If they are already on the team, it says that email can already log in. If the email cannot be sent, it says We couldn't send the invite. Try again in a minute. Nothing is added to the list until the email goes out.

From a wide window the columns are Person, Role and Status. Your own row has a You chip beside your email.

1. Someone who has joined shows Joined and the date. Role is a menu, Owner or Staff, and it saves as soon as you change it. TapBook says that email is now an owner or is now staff.
2. An open invite shows Invited, expires and the date, and Cancel invite.
3. An old invite shows Invite expired and Send again. Send again sends a new invite for the same email and role.

Cancel invite says Invite cancelled. The link in the old email stops working.

The last owner cannot step down or be removed. TapBook says the business needs an owner. Make someone else an owner first.

Remove asks first. The title is Remove, their email, and a question mark. The line is They lose access to the business straight away. You can invite them again later.

Choose Cancel to keep them, or Remove to take them off. TapBook says that email removed. You can invite them again later with Send invite.

Ask them to check spam for Join and the business name. If the row says Invite expired, choose Send again. If it says Invited, expires, choose Cancel invite and send a new one. Invites last 7 days.

You are Staff. Ask an owner to invite someone, or to change your Role to Owner.

Make another person an Owner before you change your own role or choose Remove on the last owner.