Provider web staff, shifts, and permissions

Staff and permissions protect the business while giving team members access to the tools they need.

Setup checklist

• Invite staff with the correct role and contact details.
• Assign services, locations, shifts, and availability where applicable.
• Review permissions before allowing access to finance, settings, customer data, or reports.
• Remove or downgrade access when someone leaves the business.

Use provider-scoped account settings for provider users so staff do not accidentally land in customer account settings.