Before creating Staff Accounts, make sure you have configured your Roles and Permissions levels. Admin accounts can be created without Roles and Permissions.
Staff and Administrators access Redpoint with a PIN stored on their customer profile. Once a PIN is created, it cannot be retrieved if forgotten. A new PIN must be created.
Grant/Edit Staff and Admin Access
Remove Staff/Admin Access. Change back to Customer
Grant/Edit Staff and Admin Access
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Go to Manage > Staff, Roles & Permissions > Add New Staff
- To edit an existing staff account, search for the staff person and click Edit.
- Look up an existing customer record, find a recently viewed account, or create a new account to set up as Staff.
General Tab
- Staff Type field will default to staff. Change this to Admin if setting up an Administrator Access. Administrator access grants full access and does not need additional roles assigned.
- Home Gym: change if needed
- Staff PIN. Enter the Pin for the staff person to use twice. Even if they have an active pin, the field appears blank.
Assign a Role
- You’ll find the Roles that you’ve created.
- Select ‘All’ to grant that role’s access across all facilities or select individual facilities to grant that role’s access to only selected locations.
Custom Permissions Tab
All the permissions are listed so you can grant the staff person additional permissions as needed.
Click OK to save changes.
Remove Staff/Admin Access. Change back to Customer
- Go to Manage > Staff, Roles & Permissions
- Search for the staff person to change to customer
- Click Edit in the grid to the right of their name
- On the General Tab, change the Staff Type to Customer
If staff are setup with a Staff Benefit Contract you will also need to terminate, or cancel, the contract to remove any benefits. Terminating a contract will show the Staff's contract badge as terminated.
Cancelling the contract, will not display any badge status, as a cancellation means the contract was never active.