How to Add and Manage Your Staff on Pike13

Building a strong team is essential to running a successful business. With Pike13, adding, managing, and customizing staff profiles is simple, giving you the power to tailor roles and responsibilities as your business grows. Whether you're adding new staff or converting a client into a team member, Pike13 ensures you have complete control over how your team operates.

Adding a New Staff Member

Easily expand your team with just a few clicks.

1. Select Staff at the top of any page.
2. Click +New Staff Member.
3. Enter the required information: first name, last name, and email address.
4. Customize further with additional details—such as their bio, role, or even whether you’d like their profile to be visible on your Pike13 website.
5. Send an invitation to your new staff member so they can claim their profile and get started.
6. Click +Create to complete the process.

Pro Tip: You can assign roles and permissions from the start, giving your staff exactly the access they need. Your team will be organized and empowered from Day 1!

Making a Client a Staff Member

Already have clients who are perfect candidates for your team? Seamlessly transition them to staff members:

1. Click Clients at the top of any page.
2. Choose the client you want to convert.
3. In the right-hand menu under Advanced Actions, select Make [client’s first name] a staff member.
4. Confirm by clicking OK, and you’ll be taken to their new staff profile for any additional edits.

Why This Matters: With Pike13, you can easily manage evolving roles, keeping your staff and client lists efficient and up to date!

Editing Staff Member Profiles

Need to update contact details or customize fields for your team? Here’s how:

1. Select Staff at the top of any page.
2. Choose the staff member you want to edit.
3. In the right sidebar, select Edit Profile.
4. Make your changes, then hit Save.

Managing Staff Privileges

As your business evolves, so do your staff’s roles. Pike13 allows you to adjust privileges at any time:

1. Select Staff at the top of any page.
2. Choose the staff member.
3. In the right sidebar, click Revoke Staff Privileges.
4. Confirm by selecting OK. If needed, reassign any scheduled services to another staff member, then click Continue.

Efficiency at its Best: Pike13 ensures seamless transitions by preserving past payroll and history in reports, even if a staff member's role changes or is revoked.

Deleting a Staff Member

If it’s time to part ways with a staff member, Pike13 makes sure you can do it efficiently while preserving your business records:

1. Select Staff at the top of any page.
2. Choose the staff member to be removed.
3. In the right sidebar, click Delete [staff member’s name] profile.
4. Confirm by clicking OK. If necessary, reassign their scheduled services to another staff member, then click Continue.

Complete Control: Deleted staff will no longer see your staff website, but their history remains available in reporting, ensuring full transparency for your business. And if you ever need to add them back, simply create a new profile.

With Pike13, you have all the tools to customize and manage your team effortlessly, helping you focus on what matters—growing your business!