Staff Portal Getting Started
Set up portal access for an employee and complete a first clock-in.
This guide covers the manager setup on the dashboard and the employee's first visit to staff.*.
Manager checklist
Confirm your plan includes workforce
Workforce and the staff portal require Captain or higher. Upgrade from Settings → Billing if needed.
Create or open the employee record
Go to Workforce → Employees. Add the person if they are not on the roster yet. Assign at least one location where they can clock in.
Enable portal access
On the employee record, choose Enable portal and complete the member link or invite flow. Copy the staff URL shown on the page.
Publish shifts
Build the week on Workforce → Schedule and publish shifts so the employee sees them under Schedule in the portal.
Optional: turn on geofencing
If you want staff to clock in only when they are at the venue, enable geofencing on the location.
Share the URL
Send the staff.* link to the employee. They sign in with the same account
tied to their member record.
Employee first login
- Open the staff portal URL your manager shared.
- Sign in with your GreenSails email and password.
- Land on Today. Choose your location if prompted.
- Allow location access if the venue uses geofencing.
- Tap Clock in when your shift starts.
If you see staff access after login, your manager has not finished portal setup. Ask them to enable access on your employee record.
Local development
Developers run the staff app at http://localhost:3007 by default. The dashboard shows the configured staff URL from environment variables when present.