Create your staff with HQ staff management

HQ staff management allows you to create and manage permissions for staff members created in your HQ account. In your HQ account, you can:

• Create staff accounts from system roles with default permissions.
• Create staff accounts from custom roles you've created by modifying default permissions based on a system role.
• Select which individual venues or venue groups staff members have access to. 

With HQ staff management, you can only manage staff permissions for staff created in your HQ account. The ability to share HQ-managed roles with all or some of your managed venues 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 role with default permissions or a customized role you've created (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 HQ

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 some key venue settings & scheduled reports
• 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 HQ:

1. From your HQ Venue Manager, go to Settings > Staff > Roles.
2. Click Create role.
3. Select the system role to base the role on. Choose the system role most similar to the custom role you're creating.
   
   This association is used to inherit any future system role permissions that are released and provide staff members with appropriate system notifications and announcements.
   
   
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 adding a staff member above and assign the new staff member the custom role in your HQ account. 

Edit the permissions for a custom role in HQ

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. Scroll down to make your changes to permissions. Select to enable a permission or deselect to disable a permission. 
4. Click Save. 

The permissions for staff members created in your HQ account based on the custom role are updated. 

See how to easily switch between your HQ account and managed venues you have access to.