Staff Management

Access: Admin.

URL: /staff/user-management

The Staff page manages people who can log into your workspace’s staff panel. You can create accounts directly or generate invite links so team members can join themselves.

Page layout

Add staff form

The form creates a staff account immediately.

Field	Description
Username	Login username, unique within the workspace
Display Name	Name shown in the panel and staff replies
Email	Email address used for account communication
Password	Initial login password
Avatar URL	Optional profile image URL
Role	Staff or Admin

Invite staff

Use invite links when you want a team member to set their own password.

1. Select the role
2. Click Generate Invite Link
3. Share the generated link with the invitee
4. The invitee opens the link and sets their password

Invite links are single-use. If a link is lost or expired, generate a new one.

Current staff

The staff list shows:

Field	Description
Avatar	Profile image or initial
Display Name	Staff member’s display name
Username	Login username
Role	Staff or Admin

Use the search field to filter by username or display name.

Staff count limit

The Dashboard shows your plan’s staff limit. When reached, Add Staff and Generate Invite Link are disabled.

States

State	What you see
No staff found	Search has no matching results
Limit reached	Add and invite buttons are disabled
Add success	Green confirmation message
Add error	Red toast with the failure reason
Invite generated	Invite link appears and is copied when browser permissions allow

Tips

• Use invite links for onboarding so team members set their own password
• Assign Admin only to people who should manage settings, channels, documents, products, and staff
• Use clear display names so customer conversations show the right team member