What are staff members?
You can manage your staff members under Staff in the People module. Any user in Hello Club which has one or more elevated roles will show up there as a staff member. Staff members are normally given access to one or more administrative modules in Hello Club and can perform tasks like viewing or managing members, events, bookings or finances.
A staff member doesn’t necessarily have to be a regular member of your club or organisation. You can still assign elevated roles to regular members which will make them show up both as a staff member and as a regular member. However, if you have staff members which aren’t regular members, you can also keep them separate to avoid confusion.
How do I add a new staff member?
Go to the People module and then select Staff
Click on the green plus button at the bottom right of the screen.
Follow the steps to add a new staff member.
Once saved, your can display the staff member on the home page.
How do I convert a regular member into a staff member?
Go to your Members in the People module
Find the member and click on their name
Open the Login Details & Permissions card
Click on the Permissions tab
Tick the elevated roles you want to give this member
Un-tick the “Member” role if they no longer need to be a regular member
Press Save to confirm
The member will now show up as Staff. Find out more about managing member roles or displaying staff members on the home page.
Removing or archiving staff members
If a staff member needs to be removed, and they are no longer a regular member of your club or organisation either, you can simply archive them as follows:
Go to your Staff in the People module and locate the staff member in question using the search box or simply by finding their name in the list.
Use the Archive option in the staff member’s context menu.
If they are still a member of your club or organisation, and you only want to remove them as a staff member, you can remove their elevated roles instead:
Go to your Staff in the People module
Find the staff member and click on their name
Open the Login Details & Permissions card
Click on the Permissions tab
Un-tick all elevated roles except “Member”
Press Save to confirm