Create your staff with HQ staff management

HQ staff management allows you to create and manage staff members for your venues within your HQ account. With HQ staff management, you can:

• Create staff members from system default or custom roles in your HQ account.
• Select which venues staff members have access to. 

The ability to share HQ-managed roles with all or some of your venues from your HQ account is an HQ Pro feature. Learn more about HQ-managed roles

Add a staff member in HQ

In your HQ account:

1. From Venue Manager, go to Settings > Staff > Add a staff member. 
2. Enter the staff details.
3. Select a role to associate with the staff member. You can choose from a system default role or custom role (see below). 
4. Select the venue/s the staff member can have access to, or select a venue group to select a group of venues. Learn more about creating staff venue groups in HQ
5. Click Save and send invite to save the record and send an invite.

Create a custom role in your HQ account

System default roles can't be edited. To create a custom role for your staff, you modify the permissions for a system default role, then assign the staff member to the new role.

System default roles include: 

• Administrator: can access everything
• Manager: can access everything except account settings
• Booking agent: can manage bookings in Venue Manager and access POS
• POS operator: can only access POS
• Dashboard: can access and view the dashboard in Venue Manager

To create a custom role in your HQ account:

1. From your HQ Venue Manager, go to Settings > Staff > Roles.
2. Click Create role.
3. Select the default system role to base the role on. Choose the default role most similar to the custom role you're creating.
   
   Custom roles in HQ are only available for staff created in your HQ account. The ability to share HQ-managed roles with some or all your venues is available in HQ Pro only.
   
   
4. Scroll down to make changes to the role's standard permissions and additional HQ permissions.
5. Click Save to create the new custom role. 
6. Follow the steps for creating a staff member above and assign the new staff member the custom role in your HQ account. 

Edit a custom role in your HQ account

In your HQ account:

1. From your HQ Venue Manager, go to Settings > Staff > Roles. 
2. For the role you want to edit, click the options menu (3 dots) and select Edit. 
3. Make your changes. 
4. Click Save. 

The permissions for staff members created in your HQ account and associated with the HQ custom role are updated.