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How can you add new staff on the Partner Portal?
How can you add new staff on the Partner Portal?

Here you will find out how you can grant access to your staff on the Partner Portal

Caroline Ziegler avatar
Written by Caroline Ziegler
Updated over a week ago

Under the section studio on your menu bar on the left side, you can find a practical feature called staff management.

This feature gives you the flexibility to manage your staff:

  • You can grant access to the Partner Portal to your trainers or other administrators so that they can view their courses or help you manage your courses. Moreover, you leave your staff to work more independently on your Partner Portal with our different access rights.

  • You can edit all of your studio staff quite easily. You can change their access rights, change the trainer of your classes, deactivate or delete them when they do not work in your studio anymore.

See the overview below:

How to create a new staff member?

Click on the upper right corner on the blue button "Add"

Then add the relevant mandatory information:

  • First Name, Last Name, email.

  • Add the access type you wish to grant.

What kind of access can you grant?

All staff members who get added also appear as trainers when setting up a new event.

There are different levels of access at the moment.

  • No access = A person with no access doesn’t get access to the Partner Portal, but can be chosen as a trainer in the event

  • Trainer = A person with trainer access can see their own events on the start page

  • Restricted access = A person with restricted access can see and manage all events and locations, but doesn’t see the settings and billing information.

  • Full access = This admin role provides access to all menu items, and you can also adjust all the settings that are available in the studio in Partner Portal.

  • Organisation manager = This admin role is relevant if you have multiple billing accounts and multiple studios in Partner Portal. This role has access to the Organisation Dashboard and can therein manage multiple studios and accesses. (This role can only be granted by Urban Sports Club. If you need more than one organisation manager, please contact us.)

How to manage your staff with the feature?

You can edit any staff member by clicking on the three dots on the right in each line of the staff members.

Each active staff member can be edited or deactivated.

When a staff member is deactivated, the staff member moves to the “inactive” list and won’t show up in the list of trainers in the event anymore. Additionally, the staff member loses access to the studio in Partner Portal.

If a staff member is a trainer with active classes or future classes, that trainer needs to be replaced with an active staff member.

Here you can see the pop-up window with the instructions on it.

Inactive staff members can be edited, activated again or deleted.

When a staff member gets deleted, the staff member disappears from the staff member list completely, doesn’t have access anymore and doesn’t show up in any events anymore.

  • You can activate a staff member again who went on e.g. a break for diverse reasons.

  • You can delete a staff member completely who left the studio

  • You can edit a staff member even though the account is inactive.

In case you have any questions left and if you want to contact us, please use the Chat button in the bottom left corner of your Partner Portal.

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