Staff & Permissions
Give everyone on your team their own login instead of sharing yours. Each person sees only the parts of the dashboard their permissions allow, and you can remove access the moment someone leaves.
In the dashboard:Settings › StaffPlan:Basic Store (2 staff) · Business and above (unlimited)
Online stores manage staff in Settings › Staff. Service and booking businesses (and any store with the Bookings extension) also get a Staff item in the sidebar, which opens Team Management. Only the store owner can manage staff.
Add a staff member
Click Add Staff
Staff details
Full name, email address (this is their login) and an optional phone number.Login & access
Turn on Allow dashboard login and set an initial password (8 or more characters), then share it with them privately. Leave it off for people who only need to appear in bookings, such as a stylist who never uses the dashboard.Set permissions
Open the new staff member and go to the Permissions tab (see below). A new login starts with bookings access only, until you tick more.
Permissions
| Area | Permissions |
|---|---|
| Products & Collections | View Products & Inventory · Manage Products & Collections |
| Orders & Sales | View Orders · Manage Orders & Refunds |
| Customers | View Customers · Manage Customer Data |
| Bookings | View Bookings · Manage Bookings & Services |
| Store Management | View Analytics & Reports · Manage Storefront Theme & Design · Manage Store Settings |
| Blog Management | View Blogs · Create & Edit Posts |
The sidebar adapts to match: someone without View Orders won't see Orders at all. Billing and Settings stay with the owner.
Common roles
| Role | Suggested permissions |
|---|---|
| Shop assistant / cashier | View Products & Inventory, View Orders, View Customers. |
| Order packer | View Orders, Manage Orders & Refunds. |
| Catalog manager | View and Manage Products & Collections. |
| Content writer | View Blogs, Create & Edit Posts, Manage Storefront Theme & Design. |
| Receptionist (bookings) | View Bookings, Manage Bookings & Services, View Customers. |
| Doctor / stylist | View Bookings. They use My Schedule for their own appointments. |
Managing staff
- Edit details, turn Active Status off to suspend someone without deleting them, or set a new password under Account Security. Each of these, and deleting a staff member, signs them out of every device straight away.
- Availability: for staff who take bookings, set their working hours and services. See Services, Resources & Hours.
- Sign out their devices from Settings › Sessions.
- If you own several stores, Team Management can show staff for the current store or your entire network.
When someone leaves
Deactivate or delete their account the same day. They are signed out everywhere immediately.
One email, one kind of account
A staff login needs an email that isn't already a Joomni owner account. If the person also runs their own store on Joomni, use a different email for their staff access.