Category: Team Setup

ORCHESTRIS support articles for Team Setup.

  • How do I add and manage staff members?

    How do I add and manage staff members?

    How do I add and manage staff members?

    Short answer

    Workspace admins add staff, assign staff types, send invite or reset links, and update staff profile details from the staff management area.

    Learn moreHow do staff members accept an invite and access events?How do I assign staff to an event?

    Staff profiles

    • Each staff member should have one account that can be assigned to multiple events.
    • Staff profile details can include preferred email, phone number, address, tax information, and profile photo.
    Learn moreHow do staff members accept an invite and access events?

    Staff types

    • Assign staff types so event assignment can filter the right people for the right job.
    • Only active compensation categories should be edited when setting rates.
    Learn moreHow do I assign staff to an event?

    Access support

    • Use a reset or magic link if a staff member cannot access their account.
    • Avoid creating duplicate staff accounts for the same person unless there is a specific reason.
    Learn moreHow do staff members accept an invite and access events?

    Related articles

    How do staff members accept an invite and access events?Learn moreHow do I assign staff to an event?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.