Invite staff and set roles

Your team lives in Settings. Here is how to bring people onto the team and give each person the right level of access, from a full admin down to a limited instructor view.

1. Open the Team page. Go to Settings, then Team. Only owners can see this page, so sign in with an owner account to invite people or change roles.
2. Invite by email. Enter the new person's email address. We create a join link for you to share with them directly. There is no automatic email, so pass the link along yourself.
3. They join on first sign-in. Until that person signs in with the invited email, they show as invited but not yet joined. Once they sign in, we link them automatically and the status updates.
4. Pick the right role. Owners and managers get full admin access. Instructors get a limited instructor view. Choose the role that matches what each person needs to do.
5. Change a role anytime. Owners can update anyone's role from the same page. We always keep at least one owner on the studio, so the last owner cannot be downgraded.
6. Add a public profile. In Settings, then Team, open a team member's card to add a bio and specialties so prospective members can see who they will work with. Everyone on the team lives on this one page.
7. Show them on your public page when ready. A team member appears on your public studio page only once you turn on Show on public page in their card. Leave new or half-finished profiles off until they are ready to show.
8. Mind who sees member data. Access to member details follows the role. Instructors get a limited view, while owners and managers can open the records and reports that carry personal information. Set each person's role with that in mind.