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: Optionally set hourly wage for payroll calculations
• Time Tracker Pin Code: Optionally set 4-digit code for clock-in/out
• Staff Type: Categorize as Sales Associate, Seamstress, or both
• Inactive and Login Suspended: Deactivates the staff member and their account. Visible only for staff who have system access.
• System Access: See next section.

Giving Staff Access to CloudBridal

The System Access section in the staff member form allows you to grant your staff access to CloudBridal. There are three available access types for staff members:

1. No Access: The staff member has no access to CloudBridal. Purely used for features like staff assignment and scheduling.
2. Email Invitation: The staff member receives an invitation via email. They can then register themselves and have access to the system.
3. Local Account: You provision an account for the staff member. This requires you to define their username and password, which you can then share with them.

When granting access to CloudBridal, you will also need to define a Role. See the Staff Roles and Permissions section below for more information on how to define roles and set up permissions.

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: 04/08/2025