Add a staff member and choose their roles

Staff access controls what each teammate can see and do in Clovo. Every account has the standard Staff access for everyday bookings, clients, classes and tasks. Add an additional role when someone needs access to studio setup, financial information or client records.

Create the staff profile

1. Open Setup → People → Staff Accounts and choose Add Staff.
2. Enter their name, email and phone number.
3. If they teach and you want their appointments to reach them, choose their public profile under Linked Profile. See Linking public instructor profiles to staff accounts.
4. Turn on Web Dashboard Access if they need to sign in to the dashboard. This makes the additional roles available.
5. Under Additional Roles, choose the roles they need, then save.

Ask them to sign in once you have saved. A staff member without Web Dashboard Access cannot sign in, even if they have a staff profile.

Choose their additional roles

These three roles sit on top of the base Staff access. Add only the ones the person needs.

• Setup — configure studio schedules, classes and studio settings.
• Finance — see financial reports, payment processing and Stripe data.
• Client Records — open client forms and Progress Notes, including note history and shared templates.

Additional roles are only available while Web Dashboard Access is on. Turning that off removes them.

An owner's roles cannot be changed, and owners always keep dashboard access.

Roles also decide which notifications reach them

Notification preferences are grouped by role. Everyone can receive the General group; Finance and Client Records notifications only reach people who hold those roles.

Granting a role makes that group available but does not switch anything on, so open the staff member's Notifications tab afterwards and turn on what they need. See Choose which notifications you and your staff receive.

Change a staff member later

Open Setup → People → Staff Accounts and choose the person. Their record has a Details tab for their name, linked profile, access and roles, and a Notifications tab where owners and staff with the Setup role can set what that person is told about.