How do I add a new staff member and control what they can access?
Staff are added from Settings.
Add staff from Settings and assign one of the 4 default roles, or create a custom role with the permissions they need. Under Sublocation Settings > Security, you can require a numeric passcode before staff switch into that Sublocation on the mobile app. This is useful when several sublocations share devices.
To change what a role can do, open Settings > General > Manage Organization > Roles & Permissions and turn individual permissions on or off. Some actions have their own permission, so you can keep them off for a role that otherwise has access to the area:
- Ban customers for banning and unbanning customers
- Clear overdue bookings for the Clear Overdue button on the Bookings list
- Manage task & note categories for the Tasks & Notes settings tab
- Create or edit automations for the Automations tab in Marketing
- Use phone support for calling Tiquo support from Get Help
Admin and Manager have the first four on by default; Finance / Billing and Team have them off. Use phone support is on for Admin, Manager, and Finance / Billing. Custom roles start with every permission off.
Buttons for actions a role can't perform are hidden from that staff member, for example Ban Customer, New Enquiry, or Edit on a floor plan. See What staff see without a permission for the full list.
Staff who only take orders on a POS device don't need a Tiquo account. Add them with Add person in Settings > General > POS PIN and give them a PIN. See People without a Tiquo account.