How to Add Staff Members

Learn how to add team members to your organization and assign roles and permissions. Staff management helps you control who can access which features and delegate responsibilities.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage organization staff (typically organization owners have this permission)
• Staff member's email address

Steps

Step 1: Navigate to Staff Management

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Organization Management → Staff
3. You'll see your current staff members

What happens next: You'll see the staff management page.

Step 2: Open Add Staff Form

1. On the Staff page, look for the Add Staff button
2. Click Add Staff
3. A form or modal will open

What happens next: You'll see fields to enter staff information.

Step 3: Enter Staff Information

1. Name: Enter the staff member's name (required)

   • Full name or display name
   • Example: "John Smith" or "Sarah Johnson"

2. Email: Enter the staff member's email address (required)

   • This is where they'll receive invitation
   • Must be a valid email address
   • Example: "john@example.com"

Note: If you leave required fields empty and try to save, you'll see error messages.

Step 4: Assign Role

1. Role: Select a role for the staff member:

   • Admin: Full dashboard access for organization owners
   • Manager: Full dashboard access except staff management
   • Staff: Minimal dashboard access for team members

2. How roles work:

   • Roles provide quick access setup
   • Default permissions are assigned based on role
   • You can customize permissions beyond the role

Note: Roles provide a starting point for permissions, which you can customize.

Step 5: Assign Permissions (Optional)

1. Review default permissions: Based on the role you selected, default permissions are assigned

2. Customize permissions (if needed):

   • Check boxes for additional permissions
   • Uncheck permissions to restrict access
   • Permissions are organized by category:
     • Organization Management
     • Sites & Content
     • Customers & Operations
     • Business Ops & Marketing
     • Customer App

3. Common permissions:

   • manage-customers: Add/edit customers
   • manage-products: Create/edit products
   • manage-schedule: Create/edit classes/events/appointments
   • manage-emails: Send email campaigns
   • view-customers: View customer roster
   • And many more

Note: You can assign specific permissions beyond the role defaults for fine-tuned access control.

Step 6: Save Staff Member

1. Review all the information:
   • Name is correct
   • Email is valid
   • Role is appropriate
   • Permissions are configured (if customized)
2. Click Save (or Add Staff)
   • The staff member will be added
   • An invitation email will be sent
   • You'll see a confirmation

What happens next: The staff member will be:

• Added to your organization
• Sent an invitation email
• Able to access the dashboard based on their permissions
• Visible in your staff list

Managing Staff After Adding

After adding staff, you can:

1. Edit staff: Change roles, permissions, or information
2. Remove staff: Remove staff members from your organization
3. Resend invitations: Send invitation emails again if needed
4. View staff activity: See what staff members are doing (if available)

Tips

• Assign appropriate roles based on responsibilities
• Customize permissions for fine-tuned access control
• Use roles as a starting point, then customize as needed
• Review staff permissions regularly
• Remove staff members who no longer need access

Troubleshooting

Problem: I don't see the "Add Staff" button Solution: Check that:

• You have permission to manage organization staff
• You're logged in as organization owner or admin
• Organization Management section is accessible

Solution: Contact your organization owner if you need access to staff management.

Problem: Staff member didn't receive invitation Solution: Check that:

• Email address is correct and valid
• Email didn't go to spam/junk folder
• Invitation was sent successfully

Solution: Verify email address and check spam folder. Resend invitation if needed.

Problem: I can't assign certain permissions Solution: Some permissions may be restricted:

• Organization owners typically have all permissions
• Some permissions may require specific roles
• Check permission availability for your role

Solution: Verify your own permissions and role. Some permissions may only be available to organization owners.

Problem: Staff member can't access features Solution: Check that:

• Staff member has the required permissions
• Role provides necessary access
• Permissions are saved correctly

Solution: Review staff member's permissions and role. Add missing permissions if needed.