Staff accounts, roles and permissions

Staff accounts

Roles

• Admin: full Settings tabs, Reports, Dining Availability when present, imports, billing, communications, and staff invites.
• Staff: operational dashboard routes their role allows. Visiting /dashboard/settings shows Account fields only (personal details, password). They cannot change venue wide configuration.

Invites

Admins invite from Settings → Staff → Add user. The invite email contains a secure link so the recipient sets their own password (you never type a password for them). You can resend invites and trigger password resets from the same table when supported.

Calendar assignment

For schedule style venues, link staff users to the bookable calendar columns they should appear on. That powers Appointment Calendar columns and Mine filters.

Session timeout

Still on Settings → Staff: configure optional inactivity timeout for shared front of house tablets.

Plan caps

Appointments Light allows 1 team login, Plus up to 5, Pro unlimited (see planStaffLimit behaviour). Restaurant and Founding tiers use the unlimited path in code, so the “upgrade to Pro” banner only appears when a capped tier hits its limit.

Security hygiene

Reset access when someone leaves. Use the session timeout on shared hardware.