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Staff

Staff List

What this screen is for

Lists every staff member on the business's roster — active and inactive alike — by sort order. From here a new staff member is added, a staff member is made active or inactive, and a staff member's own edit, hours and time-off screens are reached.

When you would use this

A business owner comes to this screen to review the whole roster at once: seeing who is currently active, deactivating someone who has left, or adding someone who just joined.

Who sees it

Only the user matching the owner field on the company document can open this screen; nobody else can manage the roster.

Where it lives

The screen exists in both the mobile app and the web panel; both read and write the same staff collection, but how a staff member's other screens are reached differs between them. On mobile, tapping a staff member opens a single action sheet: editing, hours, upcoming time off and the active switch are all managed from there. In the panel, tapping a staff member's name opens only the edit form; hours and time off are reached from separate links there, while active status and reordering change directly on this list screen.

What you can do here

Add a staff member

The add action opens a blank form.

Hidden entirely in the panel when the business is suspended; mobile has no such restriction.

Active/inactive status

A staff member can be made active or inactive; an inactive member drops out of the active roster but keeps showing up on past appointments.

In the panel this is a separate button on each row. On mobile this switch is not on the list — it sits in the action sheet opened by tapping the staff member.

Reorder

A staff member's position in the list can be changed; a move only swaps with the neighbouring row in the same section (active or inactive). The whole roster is renumbered as a single contiguous sequence afterward, so active and inactive members share one interleaved set of sort numbers — moving a member in one section can also change sort numbers on rows in the other.

Only in the panel, with the two buttons next to each row. The mobile list has no action that changes ordering.

Staff mode switch

Decides whether the business's staff records are read and shown app-wide; while off, neither the customer nor the panel is ever offered a staff choice.

In the panel this switch sits directly above this screen. On mobile the same switch is not on this screen — it lives on the business hub screen instead.

Go to a staff member

Tapping or clicking a name leads to that staff member's edit, hours and time-off information.

On mobile a single action sheet bundles editing, hours, upcoming time off and the active switch together. In the panel these are spread across three separate screens (the form, hours, and time off), reached from links on the form.

What the server accepts and refuses

A staff member has no login and no permission level of their own

Someone added to the roster has no account, no session and no permission level of their own; the right to write to this collection belongs only to the single user matching the owner field on the company document — a second kind of identity is never defined server-side.