Staff Members & Roles

CloudBridal allows you to manage your entire staff team, control access permissions, track sales performance, and monitor work hours. The Staff Members section is where you configure these settings.

Setting Up Staff Members

Add all staff members who work at your store, even if they won't have their own CloudBridal account. This ensures accurate appointment scheduling, time tracking, and sales attribution.

Adding a Staff Member

Click the New Staff Member button and configure these fields:

• Name: The staff member's full name
• Wage per Hour: Set hourly wage for payroll calculations
• Staff Type: Categorize as Sales Associate, Seamstress, or both
• Time Tracker Pin Code: 4-digit code for clock-in/out
• Role: Assign permissions (Admin, Manager, Sales Associate, etc.)
• Inactive and Login Suspended: Deactivates the staff member and their account

Inviting a Staff Member to Register for CloudBridal

After you add a staff member, you can invite them to have access to your store within CloudBridal. They are able to register for an account after you invite them. To invite a staff member, follow these steps:

1. In the staff member list, click the Invite button in the Registration column for the staff member
2. Enter an email address. This is where a unique registration link will be sent.
3. Upon receiving the invite, the staff member is able to register for an account and sign in.

If you're having any issues with the registration process, you can alternatively use a Registration Code to register the staff member:

1. Click the edit button to view the staff member's details.
2. Copy the Registration Code.
3. On another device, sign up for an account here.
4. After signing up, click the I am an employee for an existing bridal shop option.
5. Enter the registration code exactly as it is from step 2, and click the Begin button.

Staff Member Offboarding

When staff leave your business:

1. Edit their record and toggle "Inactive" to "Yes"

Inactive staff remain in your system for historical records but won't appear in dropdown menus or reports. Toggle "Display Inactive" in the staff table to view them.

Staff Roles and Permissions

You can define custom roles such as Sales Associate, Manager, etc. Roles correspond to the staff member's business function, and the best practice is to provide just the minimum permissions they need to perform their job effectively. By default, CloudBridal starts you with one role: Admin. The admin role is special because it has full access to the system. Due to these elevated privileges, it's a good idea to limit the number of admin users in your CloudBridal store account. Instead, you can create new roles by following these steps:

1. Navigate to the staff settings.
2. In the Roles section, click the New Role button.
3. Provide a name for the role and then go through all of the permissions. Enable just the permissions that the role requires.
4. Assign staff members to the role as needed by editing the staff member and adjusting the Role dropdown field.

Updated on: 12/07/2025