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How to Give Staff Privileges to Login and Use Staff App

In this article, we will walk you through how to give your staff the ability to log in, check in members, run payments, sell retail and re-run failed payments on the Staff App

  • Log into studio.zenplanner.com 
  • Click Setup
  • Staff Members (found under the Staff section)
  • Click on the staff member's name
  • Check the box This staff member can log in to the database. This will allow the staff selected to log into the Staff App.

If you would like the staff member to check people in through the Staff App:

  • Click Staff Roles tab
  • Check the Attendance Coordinator box
  • Click Save Staff Member

 

If you would like the staff member to run a payment and sell retail in the Staff App:

  • Click Staff Roles tab
  • Check the Cashier box 
  • Click Save Staff Member

 

If you would like the staff member to be able to re-run a failed payment in the Staff App:

  • Click Setup Roles tab
  • Check the Re-Run Failed Payments box 
  • Click Save Staff Member

 

After you click the 'Save Staff Member' button, the staff member will receive a login email with a temporary password that they will then need to reset.

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