Premises — property operations platform
SupportStart free
People: staff, HR and payroll3 min read

Adding a staff member and choosing what they see

Adding a person is a form with five fields and a role button. The part that matters is the role, and the part people skip is checking it with View as before the person signs in.

By the end of this pageYou will be able to add anyone, give them the right role, verify what they see, and remove access the day they leave.
On this pageEmployment records are separateShared devices
Adding ShaneWalkthrough
People › Staff › AddAdd a staff memberFULL NAMEShane DizonMOBILE0917 555 0142EMAIL (OPTIONAL)shane@harbourridge.phPLACESHarbour RidgeROLEAdminManagerSupervisorStaffReceptionAdd and inviteAddedShane Dizon · ReceptionistInvited by WhatsApp · sets own password on first sign-in · two-factor required by your settingWhat Shane will see• My day with clients, payments due, tickets and gate• Clients: view and edit contact details, record payments, sell stock• Invoices: view and send, not void; no expenses, no P&L, no staff• Gate and Support in fullView as Shane← check it before she signs inEmployment record: not yet — optional, People › Employment when you are ready
  1. Open People › Staff › Add.
  2. Name, mobile, email (email optional — the invitation can go by WhatsApp), and places if your workspace has more than one; a cleaner at Harbour Ridge does not need Sunset Villas on her Today page.
  3. Role. One of six buttons. Which one. When in doubt, the lower one.
  4. Add and invite. A single-use link by WhatsApp or email; they set their own password on first sign-in. If Require two-factor is on, they set that up before they can continue. You never know their password.
  5. View as from their row to see exactly what they will see. Then, the day they leave, Deactivate from the same row: access ends that second, every record they touched keeps their name.

Employment records are separate

Adding a staff account is about access. The employment record — contract, pay, government numbers, documents — is a separate thing under People › Employment, kept only by admins, and optional. A contractor who needs a login does not need an employment record; an employee who never touches the platform may have a record and no login. Employment records.

Shared devices

Do not create "reception" as a person. Create the people, and if they share a tablet, each signs in with their own account — or use a kiosk PIN for the post. Shared accounts make the audit log meaningless.

Locked out staff. They reset their password from the sign-in page by WhatsApp or email. If they lost the phone with their two-factor, an admin resets two-factor from their row; they pair a new phone at next sign-in.

Related

People · 4 minRoles and capabilitiesRead the article →People · 4 minEmployment recordsRead the article →Security · 5 minTwo-factor authenticationRead the article →
"View as" a staff member: seeing their screen without their passwordOffboarding: removing access without losing records
←  Roles and capabilitiesEmployment records  →

Describes the platform as it is today. Something out of date? Tell us. · help 0.12.3