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Overview

Staff management helps you schedule team members for events and track availability across your organization.

Key Features

  • Staff Profiles: Manage your team members
  • Event Assignments: Assign staff to events
  • Availability Tracking: See who’s available when
  • Schedule Views: View staff schedules at a glance

Managing Staff

Adding Team Members

Team members are added through your organization settings:
  1. Navigate to Settings > Organization > Team Members
  2. Click Invite Member
  3. Enter their email address
  4. Select their role and permissions
  5. Click Send Invite

Staff Roles

Assign roles to control what team members can access:
RoleDescription
AdminFull access to all features
ManagerManage events, leads, and team schedules
StaffView assigned events and update status

Assigning Staff to Events

From the Event Details

  1. Open an event
  2. Go to the Staff tab
  3. Click Assign Staff
  4. Select team members from the list
  5. Click Save

From the Calendar

  1. Go to Calendar
  2. Click on an event
  3. Select Assign Staff from the menu
  4. Choose team members
  5. Confirm assignment

Viewing Schedules

Staff Schedule View

See a team member’s complete schedule:
  1. Navigate to Staff
  2. Select a team member
  3. View their upcoming events and availability

Team Calendar

View all staff assignments in one place:
  1. Go to Calendar
  2. Enable Staff View to see assignments by person
  3. Filter by specific team members if needed

Staff Notifications

Team members receive notifications when:
  • They are assigned to an event
  • Event details change
  • The event is approaching

Best Practices

  1. Assign staff early to help with planning
  2. Balance workloads across team members
  3. Check availability before making assignments
  4. Keep profiles updated with contact information

Events & Calendar

Learn more about managing events.