How To Add A New Staff Member
If you would like to add a new Staff Member to use the TablePath Reservations Portal, for adding editing and cancelling bookings; please follow the instructions in this Help Article:
Please Note: If you are looking to add a New User with an individual login using an email address, with access to more settings using the TablePath Portal; please switch to the following Help Article:
https://help.tablepath.com/article/119-how-to-add-a-new-user
- 1
- Click on the TablePath logo in the top left.
- 2
- Click on Configure at the bottom left hand side of the page.
PLEASE NOTE: if you're unable to see the 'Configure' link, please see the following: https://help.tablepath.com/article/320-configure-link-missing
- 3
- Click on Staff Members at the bottom left hand side of the page.
Quick Link: To go directly to the 'Staff Members' page, please click here:
https://manage.tablepath.com/admin/configure/staff-departments
- 4a
- If the Department that you wish to add the New Staff Member to already exists, click on ' Staff Members >>' and jump to step 5.
- 4b
- If the Department that you wish to add the New Staff Member to does not exist, click on ' + Add Department'
- 4b
- Fill in the ' Title' field and tick ' Is Active'
- 4b
-
Fill in the '
Sort Order' -
the order in which departments are to appear. Please enter numbers only.
Click ' Add New Staff Department' to save and publish the 'New Department'.
- 5
- Once in the correct Department, click on ' + Add New Staff Member'.
- 6
- Fill in the New User's First & Last Name fields.
- 7
- Create a unique 4 digit ' PIN Code' - cannot be used by any other Staff Members.
- 8
- If you'd like to give the staff member Admin access, please tick the box ' Is Admin' - as above. If you want them to have standard staff access, please make sure this box is unticked.
- 9
- And finally, tick ' Is Active' and then click ' Add New Staff Member' at the bottom of the pop-up to save.
