Only users with the super_admin role can manage platform staff. Other staff roles can view the staff list but cannot make changes.
Staff roles
Each staff member is assigned one or more roles that determine their permissions:
A staff member can hold multiple roles. For example, a team member might be both a billing admin and a reviewer.
Viewing staff
Navigate to Staff in the platform sidebar. The page displays a searchable, paginated table of all staff members with their name, email, assigned roles, status, and join date. Use the search bar to filter by name or email. Each role is shown as a color-coded badge for quick visual identification.Inviting a staff member
1
Open the invite form
Click Add Staff to open the invitation dialog.
2
Enter details
Provide the new staff member’s email address and display name.
3
Assign roles
Select one or more roles from the checklist. At least one role is required.
4
Send the invitation
Click Add Staff Member to send the invite. The new member receives an email with instructions to set up their account.
Staff detail page
Click any staff member row to open their detail page. The detail page shows the member’s name, email, status, creation date, and last updated date.Editing a display name
The detail page includes an editable Display Name field. Change the name and click Save Name to update it.Managing roles
The roles section shows all available roles with descriptions and checkboxes. Toggle roles on or off, then click Save Roles to apply changes.Deactivating and reactivating
From the detail page, use the Deactivate Staff Member button to revoke platform access. The member’s record is preserved and can be restored later with Reactivate Staff Member. A confirmation prompt appears before either action takes effect.Next steps
Support access sessions
How impersonation sessions work and how they are audited.
RBAC
Role-based access control for tenant-level users.