Create the staff account in Users, choose the right role, give access only to the needed locations, then test the login to make sure it works as expected.
Before you start
- Know which location or locations the staff member should use.
- Decide if the normal role is enough or if you need to change permissions.
- Be ready to test the login after saving the changes.
Step-by-step guide
- Create or update the staff account in Users.
- Choose the correct role and active locations for that person.
- If needed, use Role Control and Module Control to hide pages they should not use.
- Test the login and make sure the menu and locations look right.
How to confirm it worked
- The staff member can open the right location and not the wrong one.
- The menu matches the work that person should do.
- Daily work is not blocked after the access change.
Common mistakes
- Giving full admin access when normal staff access is enough.
- Changing access without testing a real login.
- Assuming two staff with the same job need exactly the same locations.
Do this in Cellivo
Open the live Cellivo screen in the next tab while keeping this answer open here.
More answers
How does Cellivo organise my business?
Your main Cellivo account holds billing and all of your locations. Each location is where the daily work happens. Then you choose which staff can use which locations.
How many locations can I run on my plan?
Open Subscription to see your plan and how many locations it allows. Then create only the live locations you really need now.
How do I set up each location correctly?
Switch to the right location first. Use General Settings for the name and contact details. Use Regional Settings for country, money and time. Save both and test the result right away.
What should I check before the free trial ends?
Before the free trial ends, check billing, location count, settings and staff access. Then test one real task in each live location. Do not wait until the last day.