Add a staff user

Create a login for a new coach or admin, and give them access to the right branches — and only those.

Access in Hull is per branch. Someone can be a coach at one branch and an admin at another, and the system treats those separately — so getting the assignment right is the whole job.

1. Create the user

Management → Users, then Add User. Give them a username and create the account.

2. Assign roles

On the user, Assign Role: choose the role and the branch it applies to. Add more than one assignment if they work across branches.

The roles, roughly from most to least access:

| Role | Typically | |---|---| | su | the owner. Everything, including approvals and pricing | | finance | payroll, revenue and the money screens | | head | head instructor — confirms attendance, oversees instruction | | branch_admin | day-to-day running of a branch | | coach | marks attendance, records progress and assessments | | part_time | a subset of instruction duties | | marketer | the marketing funnel and enquiries |

Assignments carry an effective from date, so a promotion is dated rather than retrospective — which matters, because payroll pays people at the level they held *during* the period, not the one they hold today.

3. Check what they can actually see

Two separate things decide it:

• Their role, per branch, as above.
• What your academy has switched on. Menus are unlocked per academy and per

role, so a role that exists is not necessarily a role that sees everything.

If someone reports a missing screen, check both before assuming a bug — see Who can see what.

Resetting a password

From the user's profile, Reset Password. Do it this way rather than sharing an existing login: a shared account makes the audit trail useless, and every action in the system is recorded against whoever performed it.

Related: Who can see what · Set up pay rates · The coach career ladder.