Admin: Set Up the Society Staff Roster

Admin: set up the society staff roster

The staff roster lives under Helpdesk and powers both ticket assignment and daily attendance.

Prerequisites

• Society admin role
• Operations tier (staff attendance)
• Helpdesk enabled for your society

Add a staff member

1. Open Admin → Helpdesk → Staff & vendors (/admin/helpdesk/staff).
2. Stay on the Staff tab.
3. Enter full name and optional phone.
4. Choose role:
   • facility_manager
   • security_supervisor
   • guard
   • housekeeping_manager
   • housekeeping
   • technician
   • accountant
   • general
5. Optionally add department (e.g. Security, Housekeeping, Accounts).
6. Save — the person appears in helpdesk Assign dropdowns and on Staff attendance.

Add roster entries before go-live so triage and attendance are not blocked by empty lists.

Edit or deactivate staff

• Update name, phone, role, or department from the same Staff tab.
• Deactivate staff who left — they stop appearing on today's attendance board; historical marks remain.

Link to attendance

After the roster is ready, open Admin → Staff attendance (/admin/staff-attendance) to mark today's presence. See mark daily attendance.

Related: Helpdesk staff & vendors · Troubleshooting.