Manage Staff profiles

Prerequisites

• Owner or Manager role

• At least one staff member already invited

Step-by-step

Mobile App (Owner/Manager)

1. Open the staff list
   Go to Shop › Team. Use the store drop-down at the top if you
   manage multiple locations to select the right one.

2. View a profile
   Tap any team member to open their Staff profile screen, which shows the
   role button, the current store assignment ‘Assigned to’ button, and contact details.

3. Edit names or note

   • Tap First Name, Last Name or Note to make the field
     editable and bring up the keyboard.

   • Enter new text and tap Done in the top-right corner to save.
     Empty or invalid entries trigger an inline error.

4. Re-assign to another store

   • Tap the Assigned to button to open the shop selector

   • Select a new shop and tap Continue.

   • If the staff member has active orders, an alert blocks the move; tap
     Got it to stay on the profile.

5. Change role

   • Tap the ‘Role’ button and select Staff, Manager or Owner role.

   • Confirm the warning (“This may affect the user’s permissions”) to
     apply the new role, or Cancel to keep the current one.

6. Remove from shop

   • Tap Remove from shop

   • If the user has active orders, removal is blocked with an alert.

   • Otherwise confirm “Are you sure…? This action cannot be undone” to
     delete the profile and return to the staff list.

Web Dashboard (Back Office)

1. Open the Staff page
   Log in to the admin dashboard and choose Staff from the side menu.
   Search or sort by Name, Email, Phone or Reviews to locate the person.

2. Edit information

   • Click a staff member to open the profile page, then click the pencil icon (top right) to edit First name, Last name, Notes and Role.

   • Hit Save changes. Blank or invalid fields show inline errors.

   • Changing role prompts the same permission warning as mobile.

3. Delete profile
   Click the Trash icon next to the edit icon, and confirm. If the member has active orders,
   a blocking message prevents deletion until those orders are closed.

Troubleshooting

• I don’t see Delete or Remove buttons – Only Owners can delete any
  profile; Managers can delete their own or the Owner’s profile. Staff
  cannot delete profiles at all.

• “This staff member has active orders” – Wait until all assigned
  orders are completed or reassigned before removing the profile.

• Cannot tap Done / Save Changes – A required field is empty or fails
  validation (e.g., name shorter than 2 characters).

• I cannot demote myself from owner - to protect your shop, there must be at least 1 person with the owner role at all times. If you are the only person with the Owner role, you will not be able to lower your permissions.

FAQ

• Which fields are editable?
  First Name, Last Name, Note and Store assignment. Email and Phone are
  read-only after the invite is sent.

• Can I invite more staff from these screens?
  Yes—use Invite new staff on the main Staff list (mobile or web).

• What happens when I change a role?
  The app immediately updates the user’s permissions after you confirm
  the warning dialog.