Only existing staff members with the Staff management role can perform these actions.
All admin staff members have access to all Memberships, user profiles and all functionality in Lookout. The exceptions are the following:
Finance admin: Full access to financial areas of Lookout, including billing runs
Finance: View only access to finance areas, cannot trigger billing runs, edit or delete financial information
Marketplace admin: Can view, create, edit and delete workers, services and tags
Marketplace: Can view Marketplace only, cannot create, edit or delete workers, services or tags
Rostering: Can view, create and edit visits, cannot delete visits
Staff management: Can create, edit, delete and assign access roles
Legal: Access to legal agreements
Technical: Access to the API
Workflow: Can create, edit, delete membership plans, cohorts, surveys and tickets
Worker management: Can create, edit and delete services, products, tags, verifications and requisites
Verifications: Can upload, download and delete verification documents
Data management: Can create, edit and delete custom attributes and CHSP outlets
Login management: Can send password reset emails, require or deactivate 2FA, enable or disable users, etc.
Recruitment management: Can post job openings and request interviews for candidates
Create a New Admin Staff Member
Before you can add a new staff member, you'll need to create a profile for that staff member and invite them to Lookout. Once completed, you can assign them as staff member and define their access roles within Lookout.
Create a new profile
Select the 'Profile search' from the main menu and select 'New profile'.
Complete the required fields and click 'Save'.
Send an invitation
Once you have created the profile, select Send Invitation Email. This will send the user an email with a link to activate their account and create a password.
After activating their account, the user status will be displayed. This indicates that their invitation has been accepted.
Add profile as a new Staff member
In the Settings, under Staff members, select New staffer.
Search for the profile you created in the previous step.
Assign a role to the staff member, which controls what areas of Lookout they can access. For more information on Access roles, please refer to Using Access roles in Lookout.
Updating staff members
To update a staff member, select the '...' button next to the staff member and select edit.
Removing staff member admin access
To remove a staff member, select the '...' button next to the staff member and select edit and Remove Staffer.
The user will immediately lose admin access to Lookout.
