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Team Management

Add a Team Member

How to create a new dashboard user in Resytech, including setting permissions, location access, and a default employee role.

Add a team member whenever you need to give someone access to the Resytech dashboard -- new hires, managers, seasonal staff, or external partners who need to view or manage bookings.

Before you begin

  • You need administrator access to create users.
  • If you want to assign a default employee role, create the role first.
  • Have the person's email address ready. They will use it to sign in.

Steps

  1. In the sidebar, click Company.
  2. Scroll to the Company Users section.
  3. Click the Add User button. The user creation modal opens.

Fill in the user details

FieldRequiredDescription
Email AddressYesThe email the user will sign in with. Must be unique across your company.
PasswordYesInitial password. Must be at least 8 characters. The user can change it later from their profile.
First NameYesThe user's first name. Displayed in timesheets, booking logs, and the team list.
Last NameYesThe user's last name.
Administrator AccessNoCheckbox. When enabled, the user gets full access to all features, settings, and company configuration. When disabled, the user has standard access -- they can view bookings, use the POS, clock in/out, and view their own timesheet, but cannot access admin reports, company settings, or manage other users. See permission levels below.
Default Employee RoleNoThe role pre-selected when this user clocks in. Only appears if you have created at least one employee role. The user can override this at clock-in time.
Default Location ViewYesThe location displayed when the user first logs in. The user can switch locations during their session if they have access to multiple locations.
Allowed LocationsNoCheck the locations this user can access. The default location is always included and cannot be unchecked. Users can only view and manage data for their allowed locations.
  1. Click Create User to save.

Permission levels

Resytech uses a two-tier permission model:

LevelDescriptionTypical use
Standard UserCan view bookings and the calendar, use the POS, clock in and out, and view their own timesheet. Cannot access company settings, admin timesheet reports, or manage other users.Front-desk staff, guides, instructors, seasonal workers.
AdministratorFull access to everything a standard user can do, plus: company settings, user management, admin timesheet reports (view/edit/create/delete all time entries), location configuration, and all other settings pages.Owners, managers, office administrators.
Root UserThe original account owner. Has administrator access and cannot be edited, disabled, or deleted by other users. Displayed with a "Root" badge in the user list.Account owner only -- one per company.

What happens next

  • The new user appears in the Company Users table with an "Active" status.
  • They can sign in immediately using the email and password you set.
  • If you assigned a default employee role, it will be pre-selected when they use the clock in widget.

Tips

  • Standard users cannot see admin reports. If someone needs to view timesheet summaries for the whole team but should not have full admin access, they currently need administrator permissions. There is no read-only admin tier.
  • Location access controls data visibility. A user who is only allowed access to "Downtown" will not see bookings, timesheets, or equipment for "Lakeside." Use this to scope staff to their work location.
  • You can change permissions later. Edit any user from the Company Users table to toggle administrator access or update their allowed locations. See Configure Roles and Permissions.
  • Disabled users cannot sign in. If someone leaves temporarily, disable their account instead of deleting it. Their timesheet history is preserved.

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