How to Add Staff Members

Video Walkthrough

Before You Begin

• Sign in at https://app.joinzipper.com/auth/login with owner or admin permissions
• Have the staff member’s email address ready

Steps

Step 1: Open the Add Staff form

1. Go to Staff > Staff Members
2. Click Add Staff

Step 2: Enter staff information and assign a role

1. Enter the staff member’s name and email (both required — the invitation is sent to this email)
2. Select a role:
   • Admin — full dashboard access
   • Manager — full dashboard access except staff management
   • Staff — minimal dashboard access

Step 3: Customize permissions (optional)

Default permissions are assigned based on the role. To fine-tune access, check or uncheck individual permissions organized under: Settings, Sites & Content, Customers & Operations, Business Ops & Marketing, and Customer App.

Step 4: Save

Click Save. The staff member is added to your organization and receives an invitation email.

Managing Staff After Adding

From the Staff Members page you can edit roles/permissions, remove staff, or resend invitation emails.

Troubleshooting

No Add Staff button? Confirm you’re logged in as an owner or admin with permission to manage staff.

Staff member didn’t receive the invitation? Verify the email address is correct and ask them to check their spam folder.

Can’t assign certain permissions? Some permissions require specific roles or owner-level access — check your own permission level.

Staff member can’t access a feature? Confirm the required permission is checked and saved on their profile.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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