👥 Staff Management on Connect

Easily add, configure, and control user accounts, roles, and permissions for your entire team.

🎬 Video Tutorial

Table of Contents

1. User Roles on Connect
2. Account Seat Limits
3. Adding New Staff to Connect
4. Setting Permissions for Users

Connects staff Management system allows you to add, configure, and manage team members within your platform. You can control access levels, assign permissions, and track staff activity .

Key Features

➕ Create Accounts: Quickly add new team members so they can access their schedules on the go via mobile.
🔐Permissions: Restrict access so staff only see and edit their own courses—no one can add or change calendar entries without your approval.
🚦 Active/Inactive Status: Toggle accounts on or off instead of deleting them. Inactive users don’t count towards your seat limit.
📊 Pay & Shift Management: Assign pay rates and site locations, then manage and view staff shifts directly in the calendar.

1. Users Roles on Connect

Connect supports different types of staff members with varying access levels:

Role	Description
Main Account Owner (You)	Full control over all settings
Admin	Edit access to main sections
Staff Member	Default View-only access

⚠️ Staff members are only able to view their own calendar items by default. They cannot see other staff members' or admins schedules on calendar.

To grant a staff member permission to view all calendars, an account owner or admin must go to the staff member's permission and set this account to admin.

2. Account Seat Limits:

Each Connect user can add a limited number of staff members to the system at no extra charge.

⚠️ Seat Limit: Essential plan allows up to 3 active staff accounts. You can simply upgrade to Connect Pro to Increase your seat limits.

	Connect Essential	Connect Pro
Seat Limits	1 Main User + up to 3 Staff	Up to 2 Admin + 3 Staff (5 Total Users Included)

If your Pro Tier seat allocation isn’t sufficient. and you have a bigger team, you can purchase additional seats here.

ℹ️ When you don’t renew your Pro Tier or seat subscription, those users will be deactivated at the end of the term and will be automatically reactivated as soon as you renew.

3. Adding New Staff

Ensure you’re logged in to Connect, then use this link to go straight to the Staff section.

Step	Action
1. Navigate to Staff	From the dashboard, click Staff in the sidebar
2. Open Add Staff Form	Click “Add Staff”
3. Enter Email	Provide a unique, valid email address
4. Set Temp Password	Create a secure temporary password
5. Add Personal Info	Fill in First Name & Last Name
6. Assign Location	Select the staff member’s primary site
7. Add Certificate Number	You can use is while issuing certificates
8. Save	Click Save—(Staff will receive invitation mail)

⚠️ Ensure the email address is unique and valid, as login details and invitations will be sent there.

*Deleted staff cannot be restored; if you’re unsure, it’s better to inactive rather than delete.

4. Setting Permissions for Users

Permission	Level	Description
Hidden	No Access	Module is invisible to the user
View Only	Read-Only	Can view content but not make changes
Edit Access	Full Access	Can create, modify, and delete

ConnectMCT - Editing Staff Permission - Watch Video

Steps for permission settings;

Edit Staff: Go to Staff list and click Edit next to a user.
Open Permissions Tab: Select the Permissions section.
Set Base Role: Choose Staff or Admin as the default level.
Module Access: For each module (Courses, Orders, Invoices, Bikes, etc.),
click hidden /view / edit to set permission
Save Changes: Click Save—new permissions apply on next login.