Your staff has an integral part in contributing to your business success, and knowing how to manage them the right way can be the make or break of running a business smoothly.
You don’t want to run into a counterproductive situation where your staff take away the time they were supposed to save you.

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Luckily, Arbox allows you to manage multiple team members with different jobs easily and in one place.

Send messages, assign tasks, track work hours, upload documents, view reports and more.

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When you register the new staff member in the system, you will be asked to determine their role and management privileges.

Lets go over the different possible roles:

Owner - would usually be the person who created this Arbox account. This role grants full access to every aspect of the management platform. They have the ability to add other staff members and erase and create data all across the platform.

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Business manager -  this role grants full access to every aspect of the management platform. They have the ability to add other staff members and erase and create data all across the platform.

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Sales person - this role grants full access to all aspects regarding leads in the management platform - lead profiles, lead conversions, trial sessions etc. they can also renew memberships through the client profiles.

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Receptionist - this role grants minimum access to the platform. They can view the client profiles and schedule (without taking any actions), and book sessions for clients and leads.

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Sales manager - this role grants particle access to the management platform - homepage, dashboard, leads and client profiles, schedule and reports.

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Service -  this role grants full access to all aspects regarding members in the management platform - adding new clients,renewing memberships, collecting payments, viewing and editing client profiles, registering clients for sessions and track attendance.

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How to add a new staff member?

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1. Go the the settings tab and click on “staff members"

2. Click on the “add new staff member” button

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3. Fill in your employees information, make sure you fill all mandatory fields.

4. Choose your employee’s role

5. Once you are finished, click save.

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Good job! Your new staff member has been added to the platform. They will need to log into Arbox with the email you registered them with, and the password that was sent to said email.
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Now, your staff member can view the platform and complete tasks according to their role.

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