Must know
- You set the person’s access when you invite them — pick a role template, then fine-tune the permission toggles. Choosing the Admin template grants everything and locks the toggles on; the other templates leave them editable. You can change their role and individual permissions later from Edit Permissions or Edit Staff Member in the staff list.
- The invitation link in the email expires after 7 days and can be used only once.
- Uplifter matches email addresses regardless of capitalization or extra spaces. If the address already belongs to a staff member, you’ll be told they’re already a member (or, if they were deactivated, prompted to reactivate them from the staff list) instead of creating a duplicate. If it belongs to a family (guardian) account, the invitation adds staff access to that existing account instead of blocking — the person keeps their family login.
- The email address can be changed later from the Edit Permissions dialog in the staff list; when it changes, Uplifter emails the previous address to confirm.
1
Open the Staff page
From the dashboard, go to Staff, then click Add Staff Member.
2
Enter their details
Fill in Full Name, Email Address, and an optional Title (for example, “Head Coach” or “Front Desk”).
3
Set their access
Pick a Role Template — Admin, Coach, Accountant, or Volunteer — to pre-fill a sensible set of permissions, or choose Custom to hand-pick each permission yourself, then switch individual Granular Permissions on or off to tailor what they can see and do. Choosing Admin grants everything and locks the toggles on; the other templates leave them editable. See Set staff roles and permissions.
4
Send the invitation
Click Invite Staff Member. Uplifter emails an invitation with a link. Until they accept, the person shows as Invited in your staff list.