> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I invite a staff member?

> Send a staff invitation from the Staff page and set their role and permissions.

<Note>
  **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.
</Note>

Add anyone who needs access to your admin or coach portal — coaches, front-desk staff, accountants, or volunteers — by sending them an invitation.

<Steps>
  <Step title="Open the Staff page">
    From the dashboard, go to **Staff**, then click **Add Staff Member**.
  </Step>

  <Step title="Enter their details">
    Fill in **Full Name**, **Email Address**, and an optional **Title** (for example, "Head Coach" or "Front Desk").
  </Step>

  <Step title="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](/club/staff-operations/staff-roles-and-permissions).
  </Step>

  <Step title="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.
  </Step>
</Steps>

The invitee clicks the link to set up (or join with) their account. What they see next depends on whether they already have an Uplifter account — see [What happens after I send a staff invitation?](/club/staff-operations/staff-invitation-lifecycle).

**Related:** [Set staff roles and permissions](/club/staff-operations/staff-roles-and-permissions) · [What happens after I send a staff invitation?](/club/staff-operations/staff-invitation-lifecycle) · [Deactivate or remove a staff member](/club/staff-operations/deactivate-or-remove-staff)