Staff Portal Overview
The staff portal at staff.* lets employees clock in, view their schedule, sync a calendar, and submit requests without opening the dashboard.
The Staff portal is a simple app for floor staff. It lives at your organization's staff.* subdomain. Use the staff URL shown on Workforce → Employees, not a guess from memory.
Managers set up people and schedules in the dashboard. Staff use the portal for day-to-day self-service on their phone.
The Staff portal (staff.*) is for your team: clock-in, schedule, and
requests. Customer invoice and contract links use a different Customer
portal (portal.*). See Billing for customer-facing
documents.
The staff portal is included on Captain plans and above. Employees need portal access enabled on their roster record before they can sign in.
What staff can do
| Screen | Purpose |
|---|---|
| Today | Clock in or out, take breaks, see today's shift |
| Schedule | Upcoming published shifts |
| Requests | Submit time off or offer a shift for trade |
| Account | Profile, appearance, calendar sync, and sign out |
Staff cannot edit the full schedule, change menu items, or open cash drawers from the portal. Those actions stay in the dashboard or POS.
Who can sign in
An employee must meet all of the following:
- Active roster record with portal access enabled
- Valid GreenSails login linked to that employee
- At least one assigned location for clock-in
If login succeeds but the app shows a staff access error, ask a manager to confirm portal access on Workforce → Employees.
Permissions (staff-facing)
Portal features use self-service workforce permissions:
| Permission | Allows |
|---|---|
workforce:view-self | Open the portal, see schedule, and manage calendar sync |
workforce:clock-self | Clock in and out, start and end breaks |
workforce:request-self | Submit time off and shift trades |
The Staff IAM preset grants these permissions without full dashboard access.