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Must know
  • Open a profile with View Profile in the Staff list’s row menu. You need View Staff to see it and Edit Staff to save changes.
  • The Activity tab shows who changed this person’s role and permissions, what they changed in your club, and their recent sign-ins and refused sign-in attempts.
  • The emergency contact and hourly rate are on the Employment tab, not Permissions.
Where to find it. Go to My Organization > Staff, open a staff member’s row menu, and choose View Profile. The header shows their role, email, phone and join date, tiles counting their Programs, Events and Shifts, and Edit Details (name, email and title). Active staff also get Send Password Reset. Invited staff with a real email get Send Invite. Staff imported without an email show a No email address yet alert: they can’t sign in until you add one under Edit Details. Six tabs. Permissions, Employment, Certifications, Availability, Schedule and Activity (a dropdown on a phone). Permissions. Role & Permissions holds the same Role Template and Granular Permissions switches as Edit Permissions on the Staff list, saved with Save Permissions. Permissions the role grants are locked on. Employment. When answers came over from your previous system, Imported instructor answers shows first. Below it, Employment Details holds:
1

Fill in the details

On the Employment tab, enter the fields you need. An emergency contact needs both Name and Phone or it isn’t saved. Relationship is optional.
2

Save

Click Save Employment. This needs Edit Staff.
Pay rate changes. A rate changed on the Employment tab is not recorded on the Activity tab. If your club uses time tracking, a rate changed on Settings > Time Tracking > Pay Rates is, so use Pay Rates when you want a record of who changed it. Certifications. Each active certification your club has set up, with a status: Active, Expired, Failed or Not Granted. Use the row menu to Grant or Revoke one. To renew an expired or failed one, Revoke it, then Grant it again. Manage certifications opens the setup page. Grants and revokes aren’t under Changes to this person. They’re in My Organization > Activity log. Availability. Weekly Availability has a switch and a start and end time for each day of the week, saved with Save Availability. Schedule. Program Assignments lists their programs, with a Primary badge on primary assignments (or “Not assigned to any programs.”). Recent Shifts lists their latest shifts (or “No shifts scheduled.”). Activity. Three sections, each newest first: Reading sign-ins. You see events at your club and on the account itself, never activity at other clubs the person works for. Account-wide marks an account-level event. Refused or Failed marks an attempt that didn’t go through. When someone else acted on the account, the row shows their role, not their name. Empty, it reads “No sign-ins recorded for this account yet.” Related: How do I set staff roles and permissions? · How do I see who changed what in my club? · How do I track coach certifications? · How do I set up work types and pay rates?