What This Win Enables

Adding staff allows your team to:

• Access GrowthStudio

• Reply to conversations

• Manage bookings, documents, and payments

• Work together without sharing login details

A. Open Team Management

1. In the left sidebar, click Settings

2. Click My Staff

3. You will land on the Team Management page for this location (sub-account)

B. Add a New Staff Member

1. Click Add Staff

2. The Add User form will appear

C. Enter Staff Details

1. Enter First Name

2. Enter Last Name

3. Enter Email Address
   (This email will be used for login)

4. Enter Phone Number (optional)

D. Assign User Role

1. Select a Role

   • Admin

   • User

2. Choose the role based on responsibility:

   • Admin: Full access

   • User: Limited access

E. Configure Permissions

1. Review the permissions list

2. Enable access to features as needed:

   • Conversations

   • Calendars

   • Payments

   • Documents

   • Social Planner

   • Contacts

3. Disable access to features the staff member should not use

F. Assign Location Access

1. Confirm the correct Location (GrowthStudio sub-account) is selected

2. Ensure the staff member has access to this location

G. Send Invitation

1. Click Send Invite

2. An invitation email is sent to the staff member

H. Staff Accepts Invitation

1. Staff opens the invitation email

2. Clicks Accept Invitation

3. Sets their password

4. Logs in to GrowthStudio

I. Confirm Staff Is Active

1. Return to Settings → My Staff

2. Confirm the staff member status shows Active

3. Confirm the staff member appears in:

   • Conversations assignment

   • Calendar assignment lists

J. Repeat for Additional Staff

Repeat the same steps to add:

• Sales staff

• Studio admins

• Assistants

• Managers

Completion Check

• Staff member added successfully

• Staff can log in

• Correct permissions are applied

• Staff appears in assignment options