How to add staff and drivers

Add a team member with (or without) a login, and set their role.

Steps

1. Go to 🧑‍💼 Staff.
2. Click + Add Staff (top right of the Staff Accounts page).
3. Enter Full Name and Phone / Contact.
4. Choose a role from the dropdown: 👤 Trip-Only (no login) (default), 🗂️ Staff, 🚐 Driver, or — admins only — 📋 Manager (can approve).
5. If the role isn't Trip-Only, enter an Email Address and a Password (both required together — leave both blank for trip-only).
6. Optionally check:
• 🚐 This person also drives (in addition to the role above) — see Also drives.
• 📱 Send trip texts to this person at the phone above — needed before "Text Driver" will reach them; see Turn on text reminders.
• 📞 Call this driver for pickup alerts at the phone above — the opt-in voice call described in The pickup chime and voice alerts.
7. Click 💾 Save.

Who can do this

Managers and admins. Managers can only create/edit staff, driver, and trip-only accounts — the Manager role option in the dropdown only appears for admins. Neither managers nor admins can create or promote someone to Admin/Facility Admin from this screen — those roles are only provisioned at facility signup or by the super admin.

Notes

• Trip-Only staff have no login at all — they exist only to appear in the "Staff on Trip" picker when scheduling.
• Use Deactivate for someone who's left, and Delete Staff only if you're sure you want the account gone.
• You can reset someone's password from the same Edit screen without deleting the account.