How to Give a Staff Member Access (or Help Them Log In)

How to Give a Staff Member Access (or Help Them Log In)

In this article, we'll walk through how to invite a new staff member to your Market Muscles CRM, how they log in, and what to check if someone on your team cannot get in. This covers the staff and owner side of the app. The student and member portal has its own separate access flow.

The Key Steps

1. Invite a New User

  1. Open Settings in the left-hand navigation menu, then click Users.
  2. Click Invite User.
  3. Enter the person's Email Address.
  4. Choose their Role.
  5. If they are Staff, choose the Location Access, which sets the locations this user can see.
  6. Set the Permission Role to control which pages they can access, or leave it on no restriction for full access.
  7. Click Send Invitation.

The two roles are:

  • Owner: full access to the business
  • Staff: limited to specific locations

The invitation email tells them how to join. If they do not already have an account, they are prompted to create one when they accept.

2. How a Staff Member Logs In

  1. Go to app.marketmuscles.com.
  2. Enter the email address and the password they set, or the one they created when accepting the invitation.
  3. If they were invited but have not set up their account yet, they should use the link in the invitation email to create their password first.

3. Resend or Confirm an Expired Invitation

If a staff member never set up their access, the invitation can expire.

  1. Open Settings, then Users.
  2. Scroll to the Pending Invitations section at the bottom.
  3. Find the invitation and check its status. It may show Expired.
  4. Click Confirm, or resend, to issue a fresh invitation so the person can finish setting up.

4. If Someone Cannot Log In

Work through these in order:

  • They were invited but never set a password. Resend or confirm their pending invitation (step 3) so they can create one.
  • They are trying the wrong account. Confirm they are using the email the invitation was sent to, and that they are logging in at app.marketmuscles.com for staff access, not the student portal.
  • They cannot access a location or page. Check their Role and Permission Role in Settings, then Users. Staff only see the locations granted to them.
  • Their role or access was changed. An Owner can update the user's location access or permission role from the Users list.

For a student or member who cannot access the portal, that is a separate flow, covered in its own article on portal access and portal passwords.

If you have any questions about staff access or logging in, please reach out to the Market Muscles Support Team.

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