Manage staff and roles with HQ

With HQ staff management, you can manage the staff records and roles of all your venues from your HQ venue. Across all your venues, you can:

• Create, assign and manage staff member records.
• Create, manage and share custom staff roles. 

Add a staff member

1. From your HQ account, go to Settings > Staff > Add a staff member. 
2. Complete the following fields:
   • First name
   • Last name 
   • Email
   • Contact number (optional)
   • Display name (optional)
   • Role - see Roles section below to learn more
   • Venues - select the venues 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 here
   • Has access to support - switch this on to enable access for this staff member to submit and view support tickets to ROLLER from the venue
3. Click Send invite to save the record and trigger a confirmation email.
   
   ROLLER automatically emails the staff member to verify their email address and enable the staff member to create their own password. 
   
   Alternatively, click Change password to define your own password. A password must be at least 9 characters long.
   

HQ venue roles

Roles in your HQ managed venues operate as in the guide staff roles and permissions.

When creating staff members, you can select default roles:

• Administrator - can access everything
• Manager - can access everything except account settings
• Booking agent - can manage bookings in admin and access POS
• POS operator - can only access POS  

However, from your HQ venue, custom role(s) can be created, managed and shared with your linked venues. To create a create a new custom role:

1. From your HQ Venue Manager, go to Settings > Staff > Roles.
2. Click Create role.
3. Name the role, then define the role's permissions and additional HQ permissions:
   • Can access HQ account - allows the staff member to log in to the HQ venue
   • Can create & edit products - allows the staff member to create & edit products in the HQ venue
   • Can view product / venue grid - allows the staff member to view the product & venue grid listings
   • Can perform grid actions - allows the staff member to perform actions such as bulk edits of any grid listing
   • Can access HQ reports - allows the staff member to view reports in the HQ venue
   • Can edit HQ reporting & product categories - allows the staff member to edit the reporting/GL & product categories in the HQ venue
   • Can access HQ account settings - allows the staff member to view & change the settings of the HQ venue including venue settings, integrations, manage staff access & permissions.
4. Click Save to create the new custom role. 

To change the permission level of a custom role once published, click the options menu (3 dots) for the role, then click Edit from the list.