Add Staff and Manage Permissions

Staff in Monstro X are managed per location. You create custom roles with selectable permissions, then invite staff members and assign them a role during the invite. Each staff member sees only the features their role allows.

Before you start

• You must be signed in to the Monstro X dashboard.
• Staff and roles are scoped to one location. Open the location you want to manage before adding staff or changing roles.
• Your account needs the add role permission to create roles and the add member permission to invite staff. Without these permissions, the platform shows Insufficient permissions when you try to save.

Create a role

[!INFO]
Roles are created per location. If a location has no roles yet, the page shows No roles found and the message Add a role to the location to manage your staffs permissions.

Invite a staff member

1. Open the location you want to add the staff member to.
2. Go to the staff page for that location. If no staff have been added yet, the page shows No staffs found and Add a new staff to get started.
3. Click .

Accepting an invite

The invite email contains a link to /join/staff/[id]. The invited person opens the link and follows the instructions to join the location.

If the invite is invalid or expired, the page shows:

This invite is invalid or expired. Please ask your location admin to send a new staff invite.

When that happens, the location admin should send a new invite from the staff page.

Edit or delete a role

1. Open the location Roles page.
2. Find the role you want to change. You can use the Search Roles field to filter the list.
3. Open the role. The Edit Role sheet opens with the current name, color, and permissions.
4. Update the fields and click Save.
5. To remove the role, click . If the deletion fails, the platform shows .

Field validation

The invite form blocks submission and shows inline errors when required fields are missing or invalid:

• First name is required
• Last name is required
• Email is required
• Invalid email
• Phone number is required
• Role is required

What to do next

• Add a member to the same location.
• Review the staff list and search for staff members using the Find a staff... field.
• Assign subscriptions and schedules from the location dashboard.