Three separate concepts
- A staff profile represents a person who provides services, works in assigned branches and is measured in queue operations.
- A Staff terminal is an activated device used by the team to operate the queue; it is not a personal web account.
- A portal user signs in by email and has a role such as owner, administrator, branch manager or viewer.
Not every staff member needs a portal account
A staff member can work with the queue on a paired Staff terminal without having their own business portal login. Give portal access only to people who need reporting, settings or management, with the appropriate role and branch scope.
Where each item is configured
- Add a staff profile under Staff and assign the branches where that person works.
- Activate a Staff terminal inside the relevant branch.
- Invite a web user in Settings only when portal access is needed, and give them the smallest suitable role and branch scope.