Reset staff password or change permissions

Question

Staff cannot log in or their role needs to change.

Steps

• Open Admin Staff, Staff Permission Template, Password Settings, or the staff profile depending on the issue.
• For new staff, invite with correct email, role, permission template, and location access. Staff should accept the invitation and set their own password.
• For password issue, use reset/invite workflow instead of sharing another user password.
• For permission change, choose the correct template or explicit permissions and record why access changed.
• Ask staff to log out/in and verify only the expected pages/actions are visible.
• Review Audit Trail for sensitive permission or password-policy changes.

Correct outcome

Each staff member has their own login, correct location/role access, and audited permission changes.