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:- Navigate to Settings > Organization > Team Members
- Click Invite Member
- Enter their email address
- Select their role and permissions
- Click Send Invite
Staff Roles
Assign roles to control what team members can access:| Role | Description |
|---|---|
| Admin | Full access to all features |
| Manager | Manage events, leads, and team schedules |
| Staff | View assigned events and update status |
Assigning Staff to Events
From the Event Details
- Open an event
- Go to the Staff tab
- Click Assign Staff
- Select team members from the list
- Click Save
From the Calendar
- Go to Calendar
- Click on an event
- Select Assign Staff from the menu
- Choose team members
- Confirm assignment
Viewing Schedules
Staff Schedule View
See a team member’s complete schedule:- Navigate to Staff
- Select a team member
- View their upcoming events and availability
Team Calendar
View all staff assignments in one place:- Go to Calendar
- Enable Staff View to see assignments by person
- 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
- Assign staff early to help with planning
- Balance workloads across team members
- Check availability before making assignments
- Keep profiles updated with contact information
Events & Calendar
Learn more about managing events.