Giving your team dashboard access — StudioOps Help

There are two separate things in StudioOps that share the word "staff":

Bookable staff — the people customers pick from on your booking page. They have a name, a photo, a bio, skills, and availability. They don't necessarily log in. Covered in the Setting up your people article.
Team members with dashboard access — the people who sign in to StudioOps and use the dashboard. They can be the same people as your bookable staff, or different (e.g. an admin who runs the diary but isn't the person doing the appointments).

This article is about the second category — inviting team members to log in.

1. The two roles

StudioOps has two access roles today:

Role	What they can do
Owner	Everything. See and edit every customer / appointment / quote / invoice. Manage payments + integrations. Invite + remove team members. Manage billing.
Staff	See and edit the diary, customers, quotes, invoices, services. Can't manage payments, integrations, team, or billing.

There's no per-staff diary restriction yet (a staff member sees the whole studio's diary, not just their own bookings). Granular per-diary visibility is on the post-launch roadmap.

There's only ever one owner per studio. If you need to hand the studio to someone else, transfer ownership first (contact us — there's no self-service for this yet because it's a meaningful security event).

2. Inviting a team member

Go to Settings → Team.

You'll see the current owner (you) listed at the top, then a list of any staff members already invited, then an Invite form at the bottom.

Fill in:

Email address — where the invite is sent.
Role — pick Staff (the Owner role isn't available from this form; it's reserved).

Click Send invite.

The invited person receives an email with a magic-link sign-in button. Clicking it creates their StudioOps account (no password — same magic-link pattern that owners use) and lands them in your dashboard with the right role.

The invite is single-use and valid for 7 days. If it expires, send a fresh one from the same Team page.

3. What a staff member sees

Once signed in, a staff member's dashboard looks almost identical to yours. They see:

Today's appointments
New enquiries
The customers list
The services list
Quotes + invoices
The Messages tab

They DON'T see:

Settings → Payments (Square / Stripe / bank details)
Settings → Integrations (Google Calendar / Mailchimp / Twilio / Telegram)
Settings → Team (so they can't invite others or remove people)
Settings → Billing (StudioOps subscription)
Any of the Admin pages (StudioOps platform admin — reserved for the StudioOps team)

If they click into a section they don't have permission for, they see a friendly "Owner-only" notice rather than an error.

4. Linking a team member to a bookable staff profile

If your team member is also someone customers should be able to book — the most common case — you need to do TWO things:

Invite them as a team member (above) so they have dashboard access.
Create their bookable staff profile in Settings → Staff → + New staff with their name, photo, bio, and skills. This is what customers see on the booking page.

These two things are deliberately separate. Some studios have a receptionist (dashboard access, not bookable) or a bookable practitioner who doesn't want a login (bookable, no dashboard access). The two-step pattern covers both cases.

If the team member and the bookable staff profile share the same email, StudioOps shows them as linked on the staff profile page so you can find one from the other quickly.

5. Removing access

In Settings → Team, find the person, click Remove. Their account is deactivated immediately — they can no longer sign in.

The customer records, appointments, and audit-log entries they created stay in the studio. Nothing they did gets deleted; they just can't access it any more.

If you're removing someone who's also a bookable staff member, the bookable side is separate — go to Settings → Staff → person → Deactivate to also stop offering their bookable slots on the public page.

6. Signing out of a shared device

A note for studios where multiple people use the same iPad / laptop: the magic-link pattern means there's no password to share. Each person signs in with their own email; StudioOps shows them their own role + permissions.

If someone forgot to sign out and the next person needs to use the device, sign out from the top-right menu (Sign out) and the next person signs in fresh.