Team & Permissions
Managing Your Team - Add Staff & Set Permissions
Manage your team by going to Account → Account Info → User Management. Add new users, assign roles, and control what each team member can access and do.
As your business grows, you need staff to help run operations. RecSystems lets you add team members with appropriate access levels so everyone can do their job without compromising security.
Team Overview
What You Can Do
- Add staff members to your account
- Set roles to control access
- Monitor team activity
- Remove access when needed
Access Levels
| Role | Access |
|---|---|
| Admin | Full access to everything |
| Employee | Day-to-day operations only |
Adding Team Members
Quick process: 1. Go to Account → Account Info → User Management 2. Click Add New User 3. Enter email and name 4. Select role 5. They receive invitation email
See Inviting Team Members for details.
Understanding Roles
Employee Role
Perfect for front desk staff: - View and manage bookings - Process check-ins/check-outs - Handle day-to-day operations - View customer information
Cannot: - Change business settings - Access financial reports - Add or remove users - Delete bookings
Admin Role
For managers and owners: - Everything employees can do - Plus full settings access - Financial reports - User management - All system features
See Roles & Permissions for complete details.
Team Dashboard
Viewing Your Team
Go to Account → Account Info → User Management to see: - All team members - Their roles - Account status - Last activity
Managing Members
From the team list: - Edit user details - Change roles - Deactivate accounts - Remove users
Security Best Practices
Access Control
- Give minimum necessary access
- Use Employee role when possible
- Reserve Admin for managers
- Review access regularly
When Staff Leave
- Remove access immediately
- Deactivate rather than delete
- Review what they had access to
What's Next
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Related Articles: - Inviting Team Members - Roles & Permissions - Removing Team Members
Need more? Search the live help desk or email wecare@recsystems.com.