Giving each staff member their own login is crucial for security and managing your business effectively. This guide explains the different staff roles and how to manage them in the Partner Portal.
Understanding the roles
There are two types of roles you can assign to your staff, each with different levels of access:
-
✅ Admin:
- Has full access to all sections of the Partner Portal.
- Can view and edit sensitive information, including financial and billing details.
- Can add, edit, and remove other staff members.
- 💡 This role is best for owners and general managers.
-
☑️ Manager:
- Has access to most operational sections, including Check-ins, App content, and Finance.
- Cannot view or edit sensitive bank account details.
- Cannot manage other staff members.
- 💡 This role is ideal for front-desk staff and managers who need to run daily operations without accessing confidential information.
How to manage your staff
Important note
Only users with the Admin role can add, edit, or remove other staff members.
To add a new staff user:
- Log in to the Partner Portal.
- In the main menu, click on Settings, and then Manage Staff Users.
- Click the Add User button.
- Enter the staff member's full name and email address.
- Choose their role (Admin or Manager) and click Send.
The staff member will then receive an email invitation to create their account and set a password.
To edit or remove a staff user:
- Go to Settings > Manage Staff Users.
- Click on the name of the staff member you wish to manage.
- Select Edit to change their role or Remove access to delete them.
Troubleshooting common issues
For security, a location must always have at least one Admin. If you need to remove the only Admin, you must first add a new user and assign them the "Admin" role. After that, you will be able to remove the original Admin.
Please ask them to check their spam or junk folder for an email from Wellhub. If they still can't find it, try removing and re-adding them. If the problem persists, please contact our support team.