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What are staff? How can I add a new staff member?

Staff are your own human staff that work at locations. You are now able to collect reviews for a specific location and a specific employee (staff).

To add a new staff member, click on your profile in the top right > Staff > Add New Staff. Enter in their name, any location they should be assigned to, and any tags you would like to assign them.

You also have the option to grant user access. This will create a Boast account for them, allowing them to log in and access the information within Boast.

Available user roles:

  • Administrator: Admins have access to all aspects of your account. They can edit all forms, create new forms and sequences, manage billing, and manage organization details.
  • Manager: Managers can do everything admins can, with two exceptions. They do not have access to subscription/billing information and they cannot request to delete/cancel the account.
  • Staff: Staff can view responses and contacts assigned to them. They cannot access sequences, forms, or other contacts or responses not assigned to them. They also do not have access to organizational details.

The number of staff you can add depends on your subscription plan:

  • Solo - 1
  • Plus - 5
  • Team - 20
  • Premium - 100